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
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 $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SFG

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

EPG Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 79 shares — an estimated $1.82K sold.

EPG Wealth Management first reported a position in SCHX in Q4 2019 and held it in 14 quarters. The position peaked at $10K in Q1 2022. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

EPG Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
EPG Wealth Management sold 79 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $1.82K.
EPG Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 14 quarters.
EPG Wealth Management's Schwab US Large- Cap ETF position peaked at $10K in Q1 2022.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

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