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Schwab Strategic Tr shares owned by EPG Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by EPG Wealth Management from 13F filings

Historical chart of EPG Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by EPG Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by EPG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $20k 375 52.05
2023-12-31 $20k 375 51.96
2023-09-30 $19k 375 49.58
2023-06-30 $19k 375 51.83
2023-03-31 $20k 375 52.37

More positions owned by EPG Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr Technology (XLK)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for EPG Wealth Management

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Pallas Capital Advisors
Charles Schwab Trust
Wedmont Private Capital
Bank of America Corporation
Beaird Harris Wealth Management
Garrett Investment Advisors
Adviser Investments
Myecfo
Jpmorgan Chase & Co
Envestnet Asset Management
O'rourke & Company
VanderPol Investments
Jane Street
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr