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
2026 Q2	$2.99K	Buy	+81	New	+$2.79K	﹤0.01%	311
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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

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

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

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

EPG Wealth Management opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 81 shares worth $2.99K. The stake represents ﹤0.01% of the portfolio and ranks #311 among its holdings. This is a return to the name: EPG Wealth Management previously reported a position in SCHM as recently as Q4 2024.

EPG Wealth Management first reported a position in SCHM in Q4 2019 and has held it in 15 quarters since. The position peaked at $29K in Q4 2021. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

EPG Wealth Management held 81 shares of Schwab US Mid-Cap ETF worth $2.99K as of Q2 2026.
Schwab US Mid-Cap ETF was a new EPG Wealth Management position in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #311 holding.
EPG Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 15 quarters since.
EPG Wealth Management's Schwab US Mid-Cap ETF position peaked at $29K in Q4 2021.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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