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
2026 Q2	$79.1K	Buy	+2,337	New	+$77.4K	0.02%	215
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

EPG Wealth Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 2,337 shares worth $79.1K. The stake represents 0.02% of the portfolio and ranks #215 among its holdings. This is a return to the name: EPG Wealth Management previously reported a position in SCHG as recently as Q4 2024.

EPG Wealth Management first reported a position in SCHG in Q4 2019 and has held it in 15 quarters since. The position peaked at $88K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

EPG Wealth Management held 2,337 shares of Schwab US Large-Cap Growth ETF worth $79.1K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new EPG Wealth Management position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.02% of EPG Wealth Management's portfolio in Q2 2026, its #215 holding.
EPG Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 15 quarters since.
EPG Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $88K in Q4 2021.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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