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Empowered Funds, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empowered Funds, LLC on SCHW, newest first. How the timeline and the estimate are built.

Empowered Funds, LLC held 193,980 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,980 shares
    Change vs previous 13F -11,739 shares

    0.09% of the 13F portfolio, value $17,898,535.

    13F-HR 0001592828-26-000007 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 205,719 shares
    Change vs previous 13F +205,719 shares

    0.12% of the 13F portfolio, value $19,333,470.

    13F-HR/A 0001592828-26-000006 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -168,470 shares

    13F-HR/A 0001592828-26-000004 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 168,470 shares
    Change vs previous 13F +96,122 shares

    0.16% of the 13F portfolio, value $16,083,830.

    13F-HR 0001592828-25-000013 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 72,348 shares
    Change vs previous 13F +10,308 shares

    0.07% of the 13F portfolio, value $6,601,032.

    13F-HR 0001592828-25-000009 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 62,040 shares
    Change vs previous 13F +12,967 shares

    0.07% of the 13F portfolio, value $4,856,492.

    13F-HR 0001592828-25-000006 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 49,073 shares
    Change vs previous 13F +26,231 shares

    0.05% of the 13F portfolio, value $3,631,893.

    13F-HR 0001592828-25-000001 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,842 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,480,390.

    13F-HR 0001572838-24-000015 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).