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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Empower Advisory Group's SCHW Position: Q1 2026 in Review

Empower Advisory Group reduced its Charles Schwab (SCHW) stake by 14% in Q1 2026, selling an estimated $2.69M and leaving 163,843 shares worth $15.4M. The position accounts for 0.04% of the portfolio, ranked #144.

Empower Advisory Group first reported a position in SCHW in Q1 2023 and has held it in 13 quarters since. The position peaked at $19.1M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Empower Advisory Group held 163,843 shares of Charles Schwab worth $15.4M as of Q1 2026.
Empower Advisory Group sold 27,383 Charles Schwab shares in Q1 2026, an estimated $2.69M.
Charles Schwab made up 0.04% of Empower Advisory Group's portfolio in Q1 2026, its #144 holding.
Empower Advisory Group first reported a position in Charles Schwab in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's Charles Schwab position peaked at $19.1M in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.