EWM
SCHW

EPG Wealth Management’s Charles Schwab SCHW Stock Holding History

EPG Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-28,762
Closed -$2.7M – 335
2026
Q1 		$2.7M Buy
28,762
+473
+2% +$46.4K 0.73% 35
2025
Q4 		$2.83M Buy
28,289
+1,318
+5% +$125K 0.76% 33
2025
Q3 		$2.57M Buy
26,971
+784
+3% +$74.4K 0.71% 35
2025
Q2 		$2.39M Buy
26,187
+409
+2% +$34.2K 0.72% 33
2025
Q1 		$2.02M Buy
25,778
+1,486
+6% +$117K 0.56% 42
2024
Q4 		$1.8M Sell
24,292
-1,282
-5% -$95.9K 0.47% 52
2024
Q3 		$1.66M Buy
+25,574
New +$1.68M 0.42% 64
2024
Q2 		– Sell
-25,364
Closed -$1.87M – 52
2024
Q1 		$1.83M Buy
25,364
+518
+2% +$34.1K 0.45% 59
2023
Q4 		$1.56M Buy
24,846
+1,998
+9% +$115K 0.41% 62
2023
Q3 		$1.25M Buy
22,848
+2,796
+14% +$169K 0.38% 68
2023
Q2 		$1.14M Buy
+20,052
New +$1.05M 0.34% 77
2020
Q2 		– Sell
-264
Closed -$9K – 641
2020
Q1 		$9K Buy
264
+126
+91% +$5.29K 0.01% 503
2019
Q4 		$7K Buy
+138
New +$6.08K 0.01% 469

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

EPG Wealth Management sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 28,762 shares — an estimated $2.7M sold.

EPG Wealth Management first reported a position in SCHW in Q4 2019 and held it in 13 quarters. The position peaked at $2.83M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • EPG Wealth Management reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • EPG Wealth Management sold 28,762 Charles Schwab shares in Q2 2026, an estimated $2.7M.
  • EPG Wealth Management first reported a position in Charles Schwab in Q4 2019 and held it in 13 quarters.
  • EPG Wealth Management's Charles Schwab position peaked at $2.83M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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