EWM
SCHV

EPG Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

EPG Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,758
Closed -$71.9K – 441
2024
Q4 		$71.9K Buy
2,758
+16
+0.6% +$432 0.02% 276
2024
Q3 		$73.5K Buy
+2,742
New +$70.4K 0.02% 275
2024
Q2 		– Sell
-2,715
Closed -$67.1K – 297
2024
Q1 		$68.8K Buy
2,715
+12
+0.4% +$288 0.02% 301
2023
Q4 		$63.6K Buy
2,703
+18
+0.7% +$394 0.02% 291
2023
Q3 		$57.7K Buy
2,685
+15
+0.6% +$337 0.02% 288
2023
Q2 		$59.7K Buy
2,670
+12
+0.5% +$262 0.02% 285
2023
Q1 		$58.1K Buy
2,658
+15
+0.6% +$333 0.02% 288
2022
Q4 		$58.1K Buy
2,643
+18
+0.7% +$390 0.02% 258
2022
Q3 		$51K Buy
+2,625
New +$56.5K 0.02% 253
2022
Q2 		– Sell
-2,598
Closed -$62K – 363
2022
Q1 		$62K Buy
2,598
+12
+0.5% +$284 0.02% 283
2021
Q4 		$63K Buy
2,586
+12
+0.5% +$284 0.02% 280
2021
Q3 		$58K Buy
+2,574
New +$59.5K 0.02% 266
2020
Q2 		– Sell
-3,987
Closed -$59K – 642
2020
Q1 		$59K Buy
3,987
+3,663
+1,131% +$67.2K 0.04% 251
2019
Q4 		$6K Buy
+324
New +$6.28K ﹤0.01% 495

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

EPG Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2025, closing a stake of 2,758 shares — an estimated $71.9K sold.

EPG Wealth Management first reported a position in SCHV in Q4 2019 and held it in 14 quarters. The position peaked at $73.5K in Q3 2024. 843 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

  • EPG Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • EPG Wealth Management sold 2,758 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $71.9K.
  • EPG Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 14 quarters.
  • EPG Wealth Management's Schwab US Large-Cap Value ETF position peaked at $73.5K in Q3 2024.
  • 843 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

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