SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

EPG Wealth Management LLC's Holding History (CIK: 0001803058)

Note: Option positions (PUT/CALL) are excluded.

Q4 2024
Shares 260 Value ($000) $7 Avg Close Range
Q3 2024
Shares 678 Value ($000) $57 Avg Close Range
Q1 2024
Shares 9,600 Value ($000) $774 Avg Close Range
Q4 2023
Shares 9,586 Value ($000) $729 Avg Close Range
Q3 2023
Shares 9,691 Value ($000) $686 Avg Close Range
Q2 2023
Shares 9,673 Value ($000) $702 Avg Close Range
Q1 2023
Shares 9,656 Value ($000) $706 Avg Close Range
Q4 2022
Shares 9,340 Value ($000) $706 Avg Close Range
Q3 2022
Shares 7,284 Value ($000) $484 Avg Close Range
Q2 2022
Shares 7,198 Value ($000) $516 Avg Close Range
Q1 2022
Shares 7,181 Value ($000) $566 Avg Close Range
Q4 2021
Shares 6,493 Value ($000) $525 Avg Close Range
Q3 2021
Shares 6,479 Value ($000) $481 Avg Close Range
Q2 2021
Shares 6,466 Value ($000) $489 Avg Close Range
Q1 2021
Shares 7,052 Value ($000) $514 Avg Close Range
Q4 2020
Shares 7,040 Value ($000) $452 Avg Close Range
Q3 2020
Shares 7,024 Value ($000) $388 Avg Close Range
Q2 2020
Shares 7,007 Value ($000) $363 Avg Close Range
Q1 2020
Shares 6,992 Value ($000) $315 Avg Close Range
Q4 2019
Shares 636 Value ($000) $37 Avg Close Range