Schwab U S Large Cap Growth ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $22M | 737k | 29.21 |
| 2025-03-31 | $9.2M | 368k | 25.04 |
| 2024-12-31 | $11M | 408k | 27.87 |
| 2024-09-30 | $8.8M | 84k | 104.18 |
| 2024-06-30 | $8.0M | 79k | 100.84 |
| 2024-03-31 | $7.0M | 76k | 92.72 |
| 2023-12-31 | $6.8M | 82k | 82.96 |
| 2023-09-30 | $5.4M | 74k | 72.72 |
| 2023-06-30 | $6.1M | 3.1k | 1924.27 |
| 2023-03-31 | $4.6M | 133k | 34.80 |
| 2022-12-31 | $3.8M | 69k | 55.56 |
| 2022-09-30 | $4.5M | 80k | 55.81 |
| 2022-06-30 | $3.0M | 51k | 57.99 |
| 2022-03-31 | $3.8M | 50k | 74.81 |
| 2021-12-31 | $4.6M | 28k | 163.74 |
| 2021-09-30 | $4.4M | 2.4k | 1812.86 |
| 2021-06-30 | $4.4M | 30k | 145.96 |
| 2021-03-31 | $3.9M | 30k | 129.78 |
| 2020-12-31 | $4.7M | 37k | 128.42 |
| 2020-09-30 | $8.0M | 69k | 115.17 |
| 2020-06-30 | $10M | 102k | 101.54 |
| 2020-03-31 | $8.3M | 104k | 79.65 |
| 2019-12-31 | $8.6M | 92k | 92.91 |
| 2019-09-30 | $1.2M | 14k | 83.98 |
| 2019-06-30 | $1.2M | 14k | 83.25 |
| 2019-03-31 | $899k | 11k | 79.42 |
| 2018-12-31 | $791k | 12k | 68.94 |
| 2018-09-30 | $642k | 7.8k | 82.01 |
| 2015-12-31 | $254k | 4.8k | 52.92 |
| 2013-12-31 | $475k | 11k | 45.20 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF