EPG Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,827	Closed	-$50.9K	–	439
2024 Q4	$50.9K	Sell	1,827 -1	-0.1%	-$27	0.01%	295
2024 Q3	$47.6K	Buy	+1,828	New	+$46K	0.01%	304
2024 Q2	–	Sell	-2,264	Closed	-$53.4K	–	311
2024 Q1	$52.5K	Hold	2,264	–	–	0.01%	313
2023 Q4	$50.2K	Buy	2,264 +4	+0.2%	+$77	0.01%	305
2023 Q3	$41.1K	Hold	2,260	–	–	0.01%	307
2023 Q2	$42.3K	Buy	2,260 +4	+0.2%	+$69	0.01%	300
2023 Q1	$36.8K	Hold	2,256	–	–	0.01%	306
2022 Q4	$31.3K	Hold	2,256	–	–	0.01%	284
2022 Q3	$31K	Buy	+2,256	New	+$35.3K	0.01%	285
2022 Q2	–	Sell	-4,288	Closed	-$80K	–	361
2022 Q1	$80K	Hold	4,288	–	–	0.03%	267
2021 Q4	$88K	Buy	4,288 +8	+0.2%	+$160	0.03%	263
2021 Q3	$79K	Buy	+4,280	New	+$81.5K	0.03%	252
2020 Q2	–	Sell	-5,056	Closed	-$50K	–	637
2020 Q1	$50K	Buy	5,056 +2,816	+126%	+$32.1K	0.04%	281
2019 Q4	$26K	Buy	+2,240	New	+$24.7K	0.02%	310

Other funds holding SCHG

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

EPG Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 1,827 shares — an estimated $50.9K sold.

EPG Wealth Management first reported a position in SCHG in Q4 2019 and held it in 14 quarters. The position peaked at $88K in Q4 2021. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

EPG Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
EPG Wealth Management sold 1,827 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $50.9K.
EPG Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and held it in 14 quarters.
EPG Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $88K in Q4 2021.
1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

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