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Empowered Funds’s Schwab US Broad Market ETF SCHB Stock Holding History

Empowered Funds’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$630K Buy
+21,749
New +$609K ﹤0.01% 1596
2025
Q1 		– Sell
-6,723
Closed -$153K – 1770
2024
Q4 		$153K Buy
+6,723
New +$154K ﹤0.01% 1541
2024
Q2 		– Sell
-19,674
Closed -$400K – 1447
2024
Q1 		$400K Buy
+19,674
New +$381K 0.01% 1132

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Empowered Funds's SCHB Position: Q2 2026 in Review

Empowered Funds opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 21,749 shares worth $630K. The stake represents ﹤0.01% of the portfolio and ranks #1596 among its holdings. This is a return to the name: Empowered Funds previously reported a position in SCHB as recently as Q4 2024.

Empowered Funds first reported a position in SCHB in Q1 2024 and has held it in 3 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Empowered Funds held 21,749 shares of Schwab US Broad Market ETF worth $630K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Empowered Funds position in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1596 holding.
  • Empowered Funds first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.