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
Download as csvQuarterly reported holdings in Schwab Strategic Tr by EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $19k | 750 | 25.68 |
| 2024-09-30 | $20k | 375 | 52.53 |
| 2024-06-30 | $0 | 0 | 0.00 |
| 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 |