EPG Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

EPG Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.47K	Buy	+96	New	+$3.17K	﹤0.01%	308
2025 Q1	–	Sell	-96	Closed	-$2.48K	–	436
2024 Q4	$2.48K	Hold	96	–	–	﹤0.01%	412
2024 Q3	$2.47K	Buy	+96	New	+$2.38K	﹤0.01%	408
2024 Q2	–	Sell	-238	Closed	-$5.64K	–	414
2024 Q1	$5.86K	Hold	238	–	–	﹤0.01%	406
2023 Q4	$5.45K	Sell	238 -54	-18%	-$1.14K	﹤0.01%	393
2023 Q3	$6.05K	Hold	292	–	–	﹤0.01%	381
2023 Q2	$6.39K	Hold	292	–	–	﹤0.01%	371
2023 Q1	$6.12K	Hold	292	–	–	﹤0.01%	382
2022 Q4	$5.91K	Hold	292	–	–	﹤0.01%	349
2022 Q3	$6K	Buy	+292	New	+$6.11K	﹤0.01%	353
2022 Q2	–	Sell	-292	Closed	-$7K	–	359
2022 Q1	$7K	Hold	292	–	–	﹤0.01%	365
2021 Q4	$7K	Hold	292	–	–	﹤0.01%	370
2021 Q3	$7K	Buy	+292	New	+$7.42K	﹤0.01%	343
2020 Q2	–	Sell	-200	Closed	-$3K	–	635
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	667
2019 Q4	$4K	Buy	+200	New	+$3.62K	﹤0.01%	551

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

EPG Wealth Management's SCHA Position: Q2 2026 in Review

EPG Wealth Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 96 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: EPG Wealth Management previously reported a position in SCHA as recently as Q4 2024.

EPG Wealth Management first reported a position in SCHA in Q4 2019 and has held it in 15 quarters since. The position peaked at $7K in Q1 2022. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

EPG Wealth Management held 96 shares of Schwab U.S Small- Cap ETF worth $3.47K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new EPG Wealth Management position in Q2 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #308 holding.
EPG Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 15 quarters since.
EPG Wealth Management's Schwab U.S Small- Cap ETF position peaked at $7K in Q1 2022.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.