Back to Empowered Funds, LLC Empowered Funds, LLC

SCHRSCHR
13 quarters

Position history for Empowered Funds, LLCEmpowered Funds, LLC's holdings in SCHWAB INTERMEDIATE-TERM US

Empowered Funds, LLC holds 1.9M shares of SCHR (SCHWAB INTERMEDIATE-TERM US), worth $48M as of 2026-Q1. This is a new position. SCHR represents 0.3% of Empowered Funds, LLC's portfolio.

Current Value

$48M

Current Shares

1.9M

Total Value Change

+$43.6M

Total Shares Change

+1.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
New
1.9M
-
$48M0.3%$24.59
48
2025-Q4
Exited
0
-100.0%
$00.0%$24.60
0
2025-Q3
Decreased
626,794
-44.7%
$15.7M0.2%$24.71
0
2025-Q2
Increased
1.1M
+192.9%
$28.3M0.3%$24.33
55
2025-Q1
Decreased
387,280
-46.3%
$9.6M0.1%$23.94
0
2024-Q4
Increased
720,560
+135.2%
$17.5M0.3%$23.31
55
2024-Q3
Increased
306,351
+136.3%
$15.5M0.2%$24.01
54
2024-Q2
Decreased
129,668
-41.9%
$6.3M0.1%$22.52
0
2024-Q1
New
223,276
-
$10.9M0.1%$22.43
38
2023-Q3
Exited
0
-100.0%
$00.0%$21.88
0
2023-Q2
New
82,636
-
$4.1M0.1%$22.30
44
2020-Q3
Exited
0
-100.0%
$00.0%$25.42
0
2020-Q2
New
75,734
-
$4.4M1.7%$24.93
61

Other major holders of SCHR: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used