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Schwab International Equity ETF shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Schwab International Equity ETF (SCHF) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Schwab International Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab International Equity ETF held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab International Equity ETF by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.0M 136k 36.96
2023-09-30 $4.2M 125k 33.96
2023-06-30 $4.5M 4.3k 1046.35
2023-03-31 $2.6M 107k 24.52
2022-12-31 $4.4M 137k 32.21
2022-06-30 $5.7M 181k 31.45
2022-03-31 $6.9M 187k 36.72
2021-12-31 $7.3M 189k 38.87
2021-09-30 $7.2M 148 48824.32
2021-06-30 $7.6M 193k 39.45
2021-03-31 $7.5M 200k 37.62
2020-12-31 $3.0M 83k 36.01
2020-09-30 $2.2M 70k 31.39
2020-06-30 $2.1M 71k 29.76
2020-03-31 $2.1M 81k 25.84
2019-12-31 $1.9M 57k 33.63
2019-09-30 $1.0M 32k 31.86
2019-06-30 $1.1M 36k 32.08
2019-03-31 $2.7M 87k 31.31
2018-12-31 $3.3M 116k 28.35
2018-09-30 $1.1M 33k 33.53
2018-06-30 $563k 17k 33.04
2018-03-31 $405k 12k 33.69
2017-12-31 $481k 14k 34.07
2017-09-30 $238k 7.1k 33.52
2017-06-30 $217k 6.8k 31.72
2016-12-31 $447k 18k 25.04
2016-09-30 $279k 9.7k 28.79
2016-06-30 $273k 10k 27.12
2016-03-31 $1.0M 38k 27.12
2015-12-31 $5.9M 215k 27.56
2015-09-30 $1.5M 56k 27.38
2014-12-31 $1.3M 43k 28.91
2013-12-31 $212k 6.7k 31.57

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Schwab International Equity ETF

Northwestern Mutual Wealth Management Company
Empower Advisory Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Advisory
Wealthfront Advisers
Charles Schwab Investment Management
Creative Planning
Betterment
CI Private Wealth
HighTower Advisors
Envestnet Asset Management
SCS Capital Management
Mercer Global Advisors
Sontag Advisory
Mariner Wealth Advisors

View all funds holding Schwab International Equity ETF