Empower Advisory Group, LLC
Position in SCHW — Schwab Charles Corp
CIK 1978885
Greenwood Village, CO
Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,679,625
+$281,660 QoQ
Shares Held
169,932
+3.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#411
of 2,303 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Empower Advisory Group, LLC holds $286,883,993 across 5 Capital Markets names. SCHW ranks #4 (5.5% of the industry book) .
All Filings in SCHW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,679,625 | 169,932 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,397,965 | 163,843 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $19,105,389 | 191,226 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,354,058 | 160,826 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,841,098 | 162,660 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,017,807 | 166,298 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $12,679,911 | 171,327 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,234,683 | 173,348 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $13,067,595 | 177,332 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $13,285,675 | 183,656 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $13,178,984 | 191,555 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,852,851 | 197,684 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $11,528,371 | 203,394 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $11,479,181 | 219,152 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||