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 Q3	$3.13K	Hold	96	–	–	﹤0.01%	312
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	$6.4K	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

EPG Wealth Management's SCHA Position: Q3 2026 in Review

EPG Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 96 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

EPG Wealth Management first reported a position in SCHA in Q4 2019 and has held it in 16 quarters since. The position peaked at $7K in Q1 2022. 885 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

EPG Wealth Management held 96 shares of Schwab U.S Small- Cap ETF worth $3.13K as of Q3 2026.
EPG Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q3 2026, its #312 holding.
EPG Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 16 quarters since.
EPG Wealth Management's Schwab U.S Small- Cap ETF position peaked at $7K in Q1 2022.
885 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.