EPG Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$89.2K	Buy	+2,813	New	+$89.2K	0.02%	209
2025 Q1	–	Sell	-260	Closed	-$7.12K	–	437
2024 Q4	$7.12K	Sell	260 -1,774	-87%	-$50.4K	﹤0.01%	387
2024 Q3	$57.3K	Buy	+2,034	New	+$55.4K	0.01%	295
2024 Q2	–	Sell	-28,800	Closed	-$750K	–	136
2024 Q1	$774K	Buy	28,800 +42	+0.1%	+$1.08K	0.19%	137
2023 Q4	$729K	Sell	28,758 -315	-1%	-$7.51K	0.19%	133
2023 Q3	$686K	Buy	29,073 +54	+0.2%	+$1.32K	0.21%	125
2023 Q2	$702K	Buy	29,019 +51	+0.2%	+$1.22K	0.21%	117
2023 Q1	$706K	Buy	28,968 +948	+3%	+$23.7K	0.22%	106
2022 Q4	$706K	Buy	28,020 +6,168	+28%	+$152K	0.27%	88
2022 Q3	$484K	Buy	21,852 +258	+1%	+$6.27K	0.2%	105
2022 Q2	$516K	Buy	21,594 +51	+0.2%	+$1.3K	0.22%	98
2022 Q1	$566K	Buy	21,543 +2,064	+11%	+$54K	0.2%	102
2021 Q4	$525K	Buy	19,479 +42	+0.2%	+$1.09K	0.18%	113
2021 Q3	$481K	Buy	19,437 +39	+0.2%	+$991	0.19%	108
2021 Q2	$489K	Sell	19,398 -1,758	-8%	-$44.4K	0.21%	107
2021 Q1	$514K	Buy	21,156 +36	+0.2%	+$819	0.25%	92
2020 Q4	$452K	Buy	21,120 +48	+0.2%	+$973	0.27%	87
2020 Q3	$388K	Buy	21,072 +51	+0.2%	+$938	0.29%	78
2020 Q2	$363K	Buy	21,021 +45	+0.2%	+$760	0.26%	92
2020 Q1	$315K	Buy	20,976 +19,068	+999%	+$342K	0.23%	85
2019 Q4	$37K	Buy	+1,908	New	+$35.7K	0.03%	270

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

EPG Wealth Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 2,813 shares worth $89.2K. The stake represents 0.02% of the portfolio and ranks #209 among its holdings. This is a return to the name: EPG Wealth Management previously reported a position in SCHD as recently as Q4 2024.

EPG Wealth Management first reported a position in SCHD in Q4 2019 and has held it in 21 quarters since. The position peaked at $774K in Q1 2024. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

EPG Wealth Management held 2,813 shares of Schwab US Dividend Equity ETF worth $89.2K as of Q2 2026.
Schwab US Dividend Equity ETF was a new EPG Wealth Management position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.02% of EPG Wealth Management's portfolio in Q2 2026, its #209 holding.
EPG Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 21 quarters since.
EPG Wealth Management's Schwab US Dividend Equity ETF position peaked at $774K in Q1 2024.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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