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
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 $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EPG Wealth Management's SCHA Position: Q1 2025 in Review

EPG Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 96 shares — an estimated $2.48K sold.

EPG Wealth Management first reported a position in SCHA in Q4 2019 and held it in 14 quarters. The position peaked at $7K in Q1 2022. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

EPG Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
EPG Wealth Management sold 96 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $2.48K.
EPG Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and held it in 14 quarters.
EPG Wealth Management's Schwab U.S Small- Cap ETF position peaked at $7K in Q1 2022.
1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on EPG Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.