Number of Shares
581,974.00
Current Holdings Value*
$12.53 Mil
% of Portfolio
0.04%
Total Estimate Gain
$-4.15 Mil
% of Total Estimate Gain
-3.53%

Empower Advisory Group, LLC's Schwab U.S. Broad Market ETF Holding Summary

As of 2025-03-31, Empower Advisory Group, LLC held 581,974.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $12.53 Mil. This investment constitutes 0.04% of their stock portfolio, and Empower Advisory Group, LLC now holds 0.04% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2023Q1. And since then Empower Advisory Group, LLC has made 6 purchases of SCHB, at an average price of $23.90, for a total of 4.92 Mil shares. In addition, there have been 2 sales at an average price of $22.89 for 4.33 Mil shares. Based on historical transaction data and SCHB's current price of $24.26, Empower Advisory Group, LLC's estimated gain on his SCHB holdings is $-4.15 Mil, reflecting a -3.53% gain to date.

Empower Advisory Group, LLC SCHB ($24.26) Holding Chart

Empower Advisory Group, LLC SCHB ($24.26) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1