Empowered Funds’s Schwab US Large- Cap ETF SCHX Stock Holding History

Empowered Funds’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	$289K	Sell	9,809 -897	-8%	-$25.6K	﹤0.01%	1872
2026 Q1	$275K	Buy	+10,706	New	+$287K	﹤0.01%	1866
2025 Q1	–	Sell	-2,894,843	Closed	-$67.1M	–	1773
2024 Q4	$67.1M	Buy	+2,894,843	New	+$67.5M	0.98%	9
2024 Q2	–	Sell	-178,161	Closed	-$3.69M	–	1450
2024 Q1	$3.69M	Buy	+178,161	New	+$3.51M	0.07%	401
2023 Q3	–	Sell	-909,435	Closed	-$15.9M	–	1264
2023 Q2	$15.9M	Buy	+909,435	New	+$15M	0.56%	14

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Empowered Funds's SCHX Position: Q2 2026 in Review

Empowered Funds reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.4% in Q2 2026, selling an estimated $25.6K and leaving 9,809 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Empowered Funds first reported a position in SCHX in Q2 2023 and has held it in 5 quarters since. The position peaked at $67.1M in Q4 2024. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Empowered Funds held 9,809 shares of Schwab US Large- Cap ETF worth $289K as of Q2 2026.
Empowered Funds sold 897 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $25.6K.
Schwab US Large- Cap ETF made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1872 holding.
Empowered Funds first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 5 quarters since.
Empowered Funds's Schwab US Large- Cap ETF position peaked at $67.1M in Q4 2024.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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