Schwab U S Small Cap ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.3M | 172k | 25.30 |
| 2025-03-31 | $3.1M | 134k | 23.43 |
| 2024-12-31 | $3.2M | 122k | 25.86 |
| 2024-09-30 | $3.0M | 59k | 51.50 |
| 2024-06-30 | $2.6M | 54k | 47.45 |
| 2024-03-31 | $2.4M | 48k | 49.24 |
| 2023-12-31 | $2.5M | 53k | 47.24 |
| 2023-09-30 | $2.1M | 51k | 41.42 |
| 2023-06-30 | $2.3M | 16k | 142.49 |
| 2023-03-31 | $82k | 75k | 1.09 |
| 2022-12-31 | $2.3M | 57k | 40.51 |
| 2022-09-30 | $2.6M | 70k | 37.80 |
| 2022-06-30 | $2.9M | 75k | 38.99 |
| 2022-03-31 | $4.1M | 87k | 47.36 |
| 2021-12-31 | $4.6M | 45k | 102.40 |
| 2021-09-30 | $4.0M | 40k | 100.09 |
| 2021-06-30 | $3.3M | 31k | 104.17 |
| 2021-03-31 | $3.3M | 33k | 99.67 |
| 2020-12-31 | $1.3M | 14k | 89.00 |
| 2020-09-30 | $682k | 10k | 68.28 |
| 2020-06-30 | $651k | 10k | 65.35 |
| 2020-03-31 | $695k | 14k | 51.54 |
| 2019-12-31 | $308k | 4.1k | 75.69 |
| 2019-09-30 | $310k | 4.4k | 69.80 |
| 2019-06-30 | $321k | 4.5k | 71.52 |
| 2019-03-31 | $360k | 5.1k | 70.00 |
| 2018-12-31 | $329k | 5.4k | 60.62 |
| 2018-09-30 | $236k | 3.1k | 76.15 |
| 2018-06-30 | $301k | 4.1k | 73.45 |
| 2018-03-31 | $243k | 3.5k | 69.17 |
| 2017-12-31 | $308k | 4.4k | 69.79 |
| 2015-12-31 | $598k | 12k | 52.12 |