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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
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)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)
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)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Select Sector Spdr Tr Technology (XLK)
JPMorgan Chase & Co. (JPM)
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
Charles Schwab Trust
Wedmont Private Capital
Pallas Capital Advisors
Beaird Harris Wealth Management
Bank of America Corporation
Myecfo
Garrett Investment Advisors
Adviser Investments
O'rourke & Company
VanderPol Investments
Captrust Financial Advisors
SageView Advisory Group
Bank of New York Mellon
Lindenwold Advisors

View all funds holding Schwab Strategic Tr