Empower Advisory Group
SCHZ icon

Empower Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Empower Advisory Group’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$911K Hold
39,228
– – ﹤0.01% 249
2025
Q4 		$917K Hold
39,228
– – ﹤0.01% 256
2025
Q3 		$921K Hold
39,228
– – ﹤0.01% 260
2025
Q2 		$912K Hold
39,228
– – ﹤0.01% 252
2025
Q1 		$909K Hold
39,228
– – ﹤0.01% 241
2024
Q4 		$890K Sell
39,228
-58
-0.1% -$1.34K ﹤0.01% 250
2024
Q3 		$933K Buy
39,286
+16
+0% +$375 ﹤0.01% 239
2024
Q2 		$895K Sell
39,270
-20
-0.1% -$453 ﹤0.01% 235
2024
Q1 		$904K Buy
39,290
+62
+0.2% +$1.43K ﹤0.01% 235
2023
Q4 		$914K Sell
39,228
-44
-0.1% -$984 ﹤0.01% 240
2023
Q3 		$869K Sell
39,272
-4,068
-9% -$92.2K ﹤0.01% 237
2023
Q2 		$1M Buy
43,340
+4,010
+10% +$93.3K ﹤0.01% 237
2023
Q1 		$924K Buy
+39,330
New +$915K ﹤0.01% 246

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Empower Advisory Group held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 39,228 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Empower Advisory Group first reported a position in SCHZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $1M in Q2 2023. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Empower Advisory Group held 39,228 shares of Schwab US Aggregate Bond ETF worth $911K as of Q1 2026.
  • Empower Advisory Group left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #249 holding.
  • Empower Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Schwab US Aggregate Bond ETF position peaked at $1M in Q2 2023.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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