Schwab U S Small Cap ETF shares owned by EPG Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by EPG Wealth Management
from 13F filings
Historical chart of EPG Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.5k | 96 | 25.86 |
| 2024-09-30 | $2.5k | 48 | 51.50 |
| 2024-06-30 | $0 | 0 | 0.00 |
| 2024-03-31 | $5.9k | 119 | 49.24 |
| 2023-12-31 | $5.5k | 119 | 45.81 |
| 2023-09-30 | $6.0k | 146 | 41.42 |
| 2023-06-30 | $6.4k | 146 | 43.80 |
| 2023-03-31 | $6.1k | 146 | 41.93 |
| 2022-12-31 | $5.9k | 146 | 40.51 |
| 2022-09-30 | $6.0k | 146 | 41.10 |
| 2022-03-31 | $7.0k | 146 | 47.95 |
| 2021-12-31 | $7.0k | 73 | 95.89 |
| 2021-09-30 | $7.0k | 73 | 95.89 |
| 2020-03-31 | $3.0k | 50 | 60.00 |
| 2019-12-31 | $4.0k | 50 | 80.00 |