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

Epg Wealth Management LLC

$379 Billion
Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Epg Wealth Management LLC holds 81 shares of SCHM stock, worth $2,071. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 27 200.0%

Holding current value

$2,071

Previous $2.24 Million 0.09%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,011

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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