Empower Advisory Group
SCHV

Empower Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Empower Advisory Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,038
Closed -$215K – 551
2026
Q1 		$215K Buy
+7,038
New +$219K ﹤0.01% 485
2025
Q2 		– Sell
-8,376
Closed -$223K – 521
2025
Q1 		$223K Sell
8,376
-6,780
-45% -$182K ﹤0.01% 463
2024
Q4 		$395K Buy
15,156
+4,008
+36% +$108K ﹤0.01% 355
2024
Q3 		$299K Buy
11,148
+216
+2% +$5.55K ﹤0.01% 403
2024
Q2 		$270K Sell
10,932
-735
-6% -$18.2K ﹤0.01% 421
2024
Q1 		$295K Buy
11,667
+474
+4% +$11.4K ﹤0.01% 411
2023
Q4 		$262K Sell
11,193
-246
-2% -$5.38K ﹤0.01% 418
2023
Q3 		$246K Buy
11,439
+114
+1% +$2.56K ﹤0.01% 419
2023
Q2 		$253K Sell
11,325
-618
-5% -$13.5K ﹤0.01% 420
2023
Q1 		$262K Buy
+11,943
New +$265K ﹤0.01% 416

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Empower Advisory Group's SCHV Position: Q2 2026 in Review

Empower Advisory Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 7,038 shares — an estimated $215K sold.

Empower Advisory Group first reported a position in SCHV in Q1 2023 and held it in 10 quarters. The position peaked at $395K in Q4 2024. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Empower Advisory Group reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Empower Advisory Group sold 7,038 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $215K.
  • Empower Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and held it in 10 quarters.
  • Empower Advisory Group's Schwab US Large-Cap Value ETF position peaked at $395K in Q4 2024.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.