Empower Advisory Group
SCHX icon

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

Empower Advisory Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33M Sell
45,129
-4,604
-9% -$131K ﹤0.01% 237
2026
Q1 		$1.28M Sell
49,733
-12,452
-20% -$334K ﹤0.01% 228
2025
Q4 		$1.67M Sell
62,185
-34,731
-36% -$928K ﹤0.01% 219
2025
Q3 		$2.55M Buy
96,916
+39,318
+68% +$998K 0.01% 206
2025
Q2 		$1.41M Sell
57,598
-29,839
-34% -$675K ﹤0.01% 221
2025
Q1 		$1.93M Sell
87,437
-6,149
-7% -$143K 0.01% 205
2024
Q4 		$2.17M Sell
93,586
-1,466
-2% -$34.2K 0.01% 205
2024
Q3 		$2.15M Buy
95,052
+621
+0.7% +$13.5K 0.01% 197
2024
Q2 		$2.02M Sell
94,431
-3,126
-3% -$64.6K 0.01% 200
2024
Q1 		$2.02M Sell
97,557
-32,181
-25% -$634K 0.01% 204
2023
Q4 		$2.44M Buy
129,738
+26,001
+25% +$457K 0.01% 202
2023
Q3 		$1.75M Buy
103,737
+16,683
+19% +$293K 0.01% 208
2023
Q2 		$1.52M Buy
87,054
+393
+0.5% +$6.49K 0.01% 220
2023
Q1 		$1.4M Buy
+86,661
New +$1.36M 0.01% 226

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Empower Advisory Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 9.3% in Q2 2026, selling an estimated $131K and leaving 45,129 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Empower Advisory Group first reported a position in SCHX in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.55M in Q3 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Empower Advisory Group held 45,129 shares of Schwab US Large- Cap ETF worth $1.33M as of Q2 2026.
  • Empower Advisory Group sold 4,604 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $131K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #237 holding.
  • Empower Advisory Group first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Schwab US Large- Cap ETF position peaked at $2.55M in Q3 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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