Empower Advisory Group
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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
2025
Q2 		$14.8M Sell
2025
Q1 		$13M Sell
2024
Q4 		$12.7M Sell
2024
Q3 		$11.2M Sell
2024
Q2 		$13.1M Sell
2024
Q1 		$13.3M Sell
2023
Q4 		$13.2M Sell
2023
Q3 		$10.9M Sell
2023
Q2 		$11.5M Sell
2023
Q1 		$11.3M Buy