EWM
EPG Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,758
| Closed | -$71.9K | – | 430 |
|
|
2024
Q4 | $71.9K | Buy |
2,758
+1,844
| +202% | +$48.1K | 0.02% | 276 |
|
|
2024
Q3 | $73.5K | Buy |
+914
| New | +$73.5K | 0.02% | 275 |
|
|
2024
Q2 | – | Sell |
-905
| Closed | -$68.8K | – | 297 |
|
|
2024
Q1 | $68.8K | Buy |
905
+4
| +0.4% | +$304 | 0.02% | 301 |
|
|
2023
Q4 | $63.6K | Buy |
901
+6
| +0.7% | +$423 | 0.02% | 291 |
|
|
2023
Q3 | $57.7K | Buy |
895
+5
| +0.6% | +$322 | 0.02% | 288 |
|
|
2023
Q2 | $59.7K | Buy |
890
+4
| +0.5% | +$268 | 0.02% | 285 |
|
|
2023
Q1 | $58.1K | Buy |
886
+5
| +0.6% | +$328 | 0.02% | 288 |
|
|
2022
Q4 | $58.1K | Buy |
881
+6
| +0.7% | +$396 | 0.02% | 258 |
|
|
2022
Q3 | $51K | Buy |
+875
| New | +$51K | 0.02% | 253 |
|
|
2022
Q2 | – | Sell |
-866
| Closed | -$62K | – | 364 |
|
|
2022
Q1 | $62K | Buy |
866
+4
| +0.5% | +$286 | 0.02% | 283 |
|
|
2021
Q4 | $63K | Buy |
862
+4
| +0.5% | +$292 | 0.02% | 280 |
|
|
2021
Q3 | $58K | Buy |
+858
| New | +$58K | 0.02% | 266 |
|
|
2020
Q2 | – | Sell |
-1,329
| Closed | -$59K | – | 646 |
|
|
2020
Q1 | $59K | Buy |
1,329
+1,221
| +1,131% | +$54.2K | 0.04% | 251 |
|
|
2019
Q4 | $6K | Buy |
+108
| New | +$6K | ﹤0.01% | 495 |
|