Empower Advisory Group
SCHW

Empower Advisory Group’s Charles Schwab SCHW Stock Holding History

Empower Advisory Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.7M Buy
169,932
+6,089
+4% +$555K 0.04% 152
2026
Q1 		$15.4M Sell
163,843
-27,383
-14% -$2.69M 0.04% 144
2025
Q4 		$19.1M Buy
191,226
+30,400
+19% +$2.88M 0.05% 142
2025
Q3 		$15.4M Sell
160,826
-1,834
-1% -$174K 0.04% 146
2025
Q2 		$14.8M Sell
162,660
-3,638
-2% -$305K 0.04% 144
2025
Q1 		$13M Sell
166,298
-5,029
-3% -$395K 0.04% 150
2024
Q4 		$12.7M Sell
171,327
-2,021
-1% -$151K 0.04% 154
2024
Q3 		$11.2M Sell
173,348
-3,984
-2% -$262K 0.04% 156
2024
Q2 		$13.1M Sell
177,332
-6,324
-3% -$467K 0.05% 143
2024
Q1 		$13.3M Sell
183,656
-7,899
-4% -$520K 0.05% 145
2023
Q4 		$13.2M Sell
191,555
-6,129
-3% -$354K 0.05% 151
2023
Q3 		$10.9M Sell
197,684
-5,710
-3% -$345K 0.05% 151
2023
Q2 		$11.5M Sell
203,394
-15,758
-7% -$825K 0.05% 157
2023
Q1 		$11.3M Buy
+219,152
New +$16M 0.05% 157

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Empower Advisory Group increased its Charles Schwab (SCHW) stake by 3.7% in Q2 2026, buying an estimated $555K and bringing the position to 169,932 shares worth $15.7M. The position accounts for 0.04% of the portfolio, ranked #152.

Empower Advisory Group first reported a position in SCHW in Q1 2023 and has held it in 14 quarters since. The position peaked at $19.1M in Q4 2025. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Empower Advisory Group held 169,932 shares of Charles Schwab worth $15.7M as of Q2 2026.
  • Empower Advisory Group bought 6,089 Charles Schwab shares in Q2 2026, an estimated $555K.
  • Charles Schwab made up 0.04% of Empower Advisory Group's portfolio in Q2 2026, its #152 holding.
  • Empower Advisory Group first reported a position in Charles Schwab in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Charles Schwab position peaked at $19.1M in Q4 2025.
  • 2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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