EWM
EPG Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-79
| Closed | -$1.82K | – | 431 |
|
|
2024
Q4 | $1.82K | Buy |
79
+53
| +204% | +$1.22K | ﹤0.01% | 415 |
|
|
2024
Q3 | $1.77K | Buy |
+26
| New | +$1.77K | ﹤0.01% | 413 |
|
|
2024
Q2 | – | Sell |
-26
| Closed | -$1.61K | – | 435 |
|
|
2024
Q1 | $1.61K | Hold |
26
| – | – | ﹤0.01% | 435 |
|
|
2023
Q4 | $1.52K | Hold |
26
| – | – | ﹤0.01% | 414 |
|
|
2023
Q3 | $1.3K | Hold |
26
| – | – | ﹤0.01% | 410 |
|
|
2023
Q2 | $1.34K | Sell |
26
-164
| -86% | -$8.48K | ﹤0.01% | 403 |
|
|
2023
Q1 | $9.17K | Buy |
190
+1
| +0.5% | +$48 | ﹤0.01% | 369 |
|
|
2022
Q4 | $8.56K | Hold |
189
| – | – | ﹤0.01% | 337 |
|
|
2022
Q3 | $8K | Buy |
+189
| New | +$8K | ﹤0.01% | 345 |
|
|
2022
Q2 | – | Sell |
-189
| Closed | -$10K | – | 365 |
|
|
2022
Q1 | $10K | Buy |
189
+176
| +1,354% | +$9.31K | ﹤0.01% | 353 |
|
|
2021
Q4 | $1K | Buy |
13
+1
| +8% | +$77 | ﹤0.01% | 396 |
|
|
2021
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 372 |
|
|
2020
Q2 | – | Sell |
-12
| Closed | -$1K | – | 647 |
|
|
2020
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 755 |
|
|
2019
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 642 |
|