EPG Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-81	Closed	-$2.25K	–	440
2024 Q4	$2.25K	Hold	81	–	–	﹤0.01%	414
2024 Q3	$2.24K	Buy	+81	New	+$2.15K	﹤0.01%	410
2024 Q2	–	Sell	-993	Closed	-$26K	–	355
2024 Q1	$27K	Hold	993	–	–	0.01%	350
2023 Q4	$24.7K	Hold	993	–	–	0.01%	340
2023 Q3	$22.4K	Hold	993	–	–	0.01%	335
2023 Q2	$23.5K	Hold	993	–	–	0.01%	325
2023 Q1	$22.5K	Hold	993	–	–	0.01%	333
2022 Q4	$21.7K	Hold	993	–	–	0.01%	304
2022 Q3	$20K	Buy	+993	New	+$22.2K	0.01%	311
2022 Q2	–	Sell	-993	Closed	-$25K	–	362
2022 Q1	$25K	Sell	993 -102	-9%	-$2.56K	0.01%	322
2021 Q4	$29K	Hold	1,095	–	–	0.01%	321
2021 Q3	$28K	Buy	+1,095	New	+$28.6K	0.01%	299
2020 Q2	–	Sell	-1,095	Closed	-$15K	–	638
2020 Q1	$15K	Hold	1,095	–	–	0.01%	433
2019 Q4	$22K	Buy	+1,095	New	+$21.2K	0.02%	336

Other funds holding SCHM

Financial Engines Advisors

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

Creative Planning

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

HighTower Advisors

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

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

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

Cerity Partners

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return