Schwab U S Broad Market ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $25M | 853k | 28.96 |
| 2026-03-31 | $3.8M | 150k | 25.10 |
| 2025-12-31 | $3.9M | 150k | 26.23 |
| 2025-06-30 | $3.3M | 138k | 23.83 |
| 2025-03-31 | $2.4M | 110k | 21.53 |
| 2024-12-31 | $2.5M | 111k | 22.70 |
| 2024-09-30 | $1.7M | 26k | 66.52 |
| 2024-06-30 | $1.6M | 25k | 62.87 |
| 2024-03-31 | $1.3M | 21k | 61.05 |
| 2023-12-31 | $1.8M | 33k | 55.67 |
| 2023-09-30 | $1.0M | 20k | 49.85 |
| 2023-06-30 | $922k | 115k | 8.01 |
| 2023-03-31 | $2.5M | 59k | 41.93 |
| 2022-12-31 | $337k | 7.5k | 44.81 |
| 2022-06-30 | $1.9M | 42k | 44.19 |
| 2022-03-31 | $2.5M | 47k | 53.39 |
| 2021-12-31 | $1.0M | 8.9k | 113.05 |
| 2021-09-30 | $915k | 404 | 2264.85 |
| 2021-06-30 | $779k | 7.5k | 104.24 |
| 2021-03-31 | $722k | 7.5k | 96.77 |
| 2020-12-31 | $846k | 9.3k | 91.00 |
| 2020-09-30 | $352k | 4.4k | 79.67 |
| 2020-06-30 | $466k | 6.3k | 73.54 |
| 2020-03-31 | $384k | 6.4k | 60.43 |
| 2019-09-30 | $230k | 3.2k | 70.97 |
| 2018-09-30 | $321k | 4.6k | 70.33 |
| 2018-03-31 | $780k | 12k | 63.75 |