EPG Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,929	Closed	-$110K	–	438
2024 Q4	$110K	Buy	5,929 +125	+2%	+$2.44K	0.03%	257
2024 Q3	$119K	Buy	+5,804	New	+$115K	0.03%	258
2024 Q2	–	Sell	-5,750	Closed	-$111K	–	271
2024 Q1	$112K	Hold	5,750	–	–	0.03%	273
2023 Q4	$104K	Buy	5,750 +110	+2%	+$1.91K	0.03%	262
2023 Q3	$95.8K	Hold	5,640	–	–	0.03%	262
2023 Q2	$101K	Buy	5,640 +60	+1%	+$1.07K	0.03%	259
2023 Q1	$97.1K	Hold	5,580	–	–	0.03%	266
2022 Q4	$89.9K	Buy	5,580 +102	+2%	+$1.59K	0.03%	238
2022 Q3	$77K	Buy	+5,478	New	+$86K	0.03%	238
2022 Q2	–	Sell	-5,432	Closed	-$100K	–	360
2022 Q1	$100K	Buy	5,432 +6	+0.1%	+$112	0.03%	258
2021 Q4	$105K	Buy	5,426 +114	+2%	+$2.24K	0.04%	259
2021 Q3	$103K	Buy	+5,312	New	+$106K	0.04%	237
2020 Q2	–	Sell	-6,318	Closed	-$82K	–	636
2020 Q1	$82K	Buy	6,318 +6,148	+3,616%	+$94.5K	0.06%	206
2019 Q4	$3K	Buy	+170	New	+$2.8K	﹤0.01%	576

Other funds holding SCHF

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

EPG Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2025, closing a stake of 5,929 shares — an estimated $110K sold.

EPG Wealth Management first reported a position in SCHF in Q4 2019 and held it in 14 quarters. The position peaked at $119K in Q3 2024. 1,306 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

EPG Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2025 after selling out during the quarter.
EPG Wealth Management sold 5,929 Schwab International Equity ETF shares in Q1 2025, an estimated $110K.
EPG Wealth Management first reported a position in Schwab International Equity ETF in Q4 2019 and held it in 14 quarters.
EPG Wealth Management's Schwab International Equity ETF position peaked at $119K in Q3 2024.
1,306 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

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