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Schwab Strategic Tr us dividend eq shares owned by Empower Advisory Group

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Empower Advisory Group from 13F filings

Historical chart of Empower Advisory Group investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Empower Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Empower Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 15k 76.13
2023-09-30 $1.1M 15k 70.76
2023-06-30 $1.1M 15k 72.62
2023-03-31 $1.1M 16k 73.56

More positions owned by Empower Advisory Group

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Empower Advisory Group

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Wealthfront Advisers
Sontag Advisory
Raymond James Financial Services Advisors
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq