Epg Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Epg Wealth Management LLC

$363 Billion
Q3 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $1,487 - $4,484	54 Added 200.0%	81 $2.25 Million
Q3 2024 Nov 13, 2024	BUY	$75.47 - $83.18 $2,037 - $2,245	27 New	27 $2.24 Million
Q2 2024 Aug 13, 2024	SELL	$75.69 - $81.19 $25,053 - $26,873	-331 Closed	0 $0
Q3 2022 Nov 15, 2022	BUY	$60.5 - $72.51 $20,025 - $24,000	331 New	331 $20,000
Q2 2022 Aug 15, 2022	SELL	$60.91 - $76.4 $20,161 - $25,288	-331 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$70.66 - $80.89 $2,402 - $2,750	-34 Reduced 9.32%	331 $25,000
Q3 2021 Nov 15, 2021	BUY	$74.65 - $80.95 $27,247 - $29,546	365 New	365 $28,000
Q2 2020 Aug 06, 2020	SELL	$39.01 - $57.03 $14,238 - $20,815	-365 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$54.56 - $60.24 $19,914 - $21,987	365 New	365 $22,000

Others Institutions Holding SCHM

# of Institutions

1,058

Shares Held

282M

Call Options Held

9.4K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

60.4M
Shares

$1.8 Billion
3.39% of portfolio
Creative Planning Overland Park, KS

29.6M
Shares

$883 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10.8M
Shares

$322 Million
0.38% of portfolio
Northwestern Mutual Wealth Management CO

10.5M
Shares

$313 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

10M
Shares

$299 Million
2.42% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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