Schwab Strategic Tr us lrg cap etf shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.9M | 87k | 56.40 |
| 2023-09-30 | $4.3M | 85k | 50.60 |
| 2023-06-30 | $4.6M | 6.2k | 736.60 |
| 2023-03-31 | $1.5M | 28k | 52.38 |
| 2022-12-31 | $3.5M | 77k | 45.15 |
| 2022-03-31 | $4.1M | 77k | 53.85 |
| 2021-12-31 | $2.7M | 24k | 113.83 |
| 2021-09-30 | $2.1M | 25k | 85.58 |
| 2021-06-30 | $2.1M | 20k | 103.97 |
| 2021-03-31 | $2.1M | 22k | 96.03 |
| 2020-12-31 | $1.6M | 18k | 90.96 |
| 2020-09-30 | $1.4M | 17k | 80.65 |
| 2020-06-30 | $1.4M | 19k | 74.10 |
| 2020-03-31 | $1.2M | 20k | 61.26 |
| 2019-12-31 | $1.5M | 20k | 76.83 |
| 2019-09-30 | $1.5M | 21k | 70.95 |
| 2019-06-30 | $1.6M | 23k | 70.21 |
| 2019-03-31 | $1.2M | 18k | 67.63 |
| 2018-12-31 | $1.0M | 17k | 59.73 |
| 2018-09-30 | $873k | 13k | 69.58 |
| 2018-06-30 | $938k | 14k | 65.02 |
| 2018-03-31 | $810k | 13k | 63.06 |
| 2017-12-31 | $8.3M | 129k | 63.77 |
| 2017-09-30 | $879k | 15k | 60.03 |
| 2017-06-30 | $732k | 13k | 57.74 |
| 2017-03-31 | $1.1M | 20k | 56.26 |
| 2016-12-31 | $656k | 13k | 50.99 |
| 2016-09-30 | $497k | 9.6k | 51.59 |
| 2016-06-30 | $475k | 9.5k | 49.76 |
| 2016-03-31 | $534k | 11k | 48.85 |
| 2015-12-31 | $2.3M | 48k | 48.57 |
| 2015-09-30 | $971k | 21k | 45.77 |
| 2015-06-30 | $397k | 8.0k | 49.31 |
| 2015-03-31 | $299k | 6.0k | 49.57 |
| 2014-12-31 | $392k | 8.0k | 49.09 |
| 2013-12-31 | $247k | 5.6k | 44.11 |
| 2013-09-30 | $225k | 5.6k | 40.18 |
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