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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.35K	Buy	+80	New	+$2.28K	﹤0.01%	314
2025 Q1	–	Sell	-79	Closed	-$1.82K	–	442
2024 Q4	$1.82K	Buy	79 +1	+1%	+$23	﹤0.01%	417
2024 Q3	$1.77K	Buy	+78	New	+$1.7K	﹤0.01%	413
2024 Q2	–	Sell	-78	Closed	-$1.61K	–	435
2024 Q1	$1.61K	Hold	78	–	–	﹤0.01%	435
2023 Q4	$1.52K	Hold	78	–	–	﹤0.01%	414
2023 Q3	$1.3K	Hold	78	–	–	﹤0.01%	410
2023 Q2	$1.34K	Sell	78 -492	-86%	-$8.12K	﹤0.01%	403
2023 Q1	$9.17K	Buy	570 +3	+0.5%	+$47	﹤0.01%	369
2022 Q4	$8.55K	Hold	567	–	–	﹤0.01%	337
2022 Q3	$8K	Buy	+567	New	+$8.9K	﹤0.01%	345
2022 Q2	–	Sell	-567	Closed	-$10K	–	364
2022 Q1	$10K	Buy	567 +489	+627%	+$8.66K	﹤0.01%	353
2021 Q4	$1K	Buy	78 +6	+8%	+$111	﹤0.01%	396
2021 Q3	$1K	Buy	+72	New	+$1.28K	﹤0.01%	372
2020 Q2	–	Sell	-72	Closed	-$1K	–	643
2020 Q1	$1K	Hold	72	–	–	﹤0.01%	755
2019 Q4	$1K	Buy	+72	New	+$882	﹤0.01%	642

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

MGIA

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

EPG Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 80 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: EPG Wealth Management previously reported a position in SCHX as recently as Q4 2024.

EPG Wealth Management first reported a position in SCHX in Q4 2019 and has held it in 15 quarters since. The position peaked at $10K in Q1 2022. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

EPG Wealth Management held 80 shares of Schwab US Large- Cap ETF worth $2.35K as of Q2 2026.
Schwab US Large- Cap ETF was a new EPG Wealth Management position in Q2 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #314 holding.
EPG Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 15 quarters since.
EPG Wealth Management's Schwab US Large- Cap ETF position peaked at $10K in Q1 2022.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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