Schwab Strategic Tr cmn shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $6.9M | 249k | 27.67 |
| 2025-03-31 | $3.8M | 142k | 26.58 |
| 2024-12-31 | $3.9M | 149k | 26.07 |
| 2024-09-30 | $4.2M | 52k | 80.37 |
| 2024-06-30 | $3.1M | 42k | 74.08 |
| 2024-03-31 | $3.1M | 40k | 75.98 |
| 2023-12-31 | $2.8M | 40k | 70.10 |
| 2023-09-30 | $2.6M | 41k | 64.46 |
| 2023-06-30 | $3.0M | 37k | 79.75 |
| 2023-03-31 | $319k | 6.3k | 50.43 |
| 2022-12-31 | $3.5M | 53k | 66.02 |
| 2022-09-30 | $3.4M | 59k | 58.51 |
| 2022-06-30 | $3.0M | 48k | 62.42 |
| 2022-03-31 | $4.3M | 60k | 71.39 |
| 2021-12-31 | $3.7M | 51k | 73.22 |
| 2021-09-30 | $3.3M | 70k | 47.32 |
| 2021-06-30 | $3.4M | 49k | 68.38 |
| 2021-03-31 | $3.2M | 49k | 65.28 |
| 2020-12-31 | $3.3M | 55k | 59.52 |
| 2020-09-30 | $4.7M | 90k | 52.19 |
| 2020-06-30 | $6.8M | 136k | 50.11 |
| 2020-03-31 | $6.1M | 137k | 44.27 |
| 2019-12-31 | $6.7M | 112k | 60.12 |
| 2019-09-30 | $2.1M | 37k | 56.72 |
| 2019-06-30 | $1.9M | 34k | 56.15 |
| 2019-03-31 | $1.5M | 28k | 54.73 |
| 2018-12-31 | $1.2M | 25k | 49.31 |
| 2018-09-30 | $768k | 14k | 56.07 |
| 2018-06-30 | $201k | 3.8k | 53.17 |
| 2018-03-31 | $265k | 5.0k | 52.84 |
| 2017-12-31 | $274k | 5.0k | 54.64 |
| 2017-09-30 | $257k | 5.0k | 51.76 |
| 2017-06-30 | $249k | 5.0k | 50.15 |
| 2017-03-31 | $247k | 5.0k | 49.75 |
| 2016-12-31 | $278k | 5.8k | 48.13 |
| 2016-09-30 | $226k | 5.0k | 45.52 |
| 2016-06-30 | $222k | 5.0k | 44.71 |
| 2016-03-31 | $225k | 5.2k | 43.14 |
| 2015-12-31 | $3.7M | 88k | 42.44 |
| 2015-09-30 | $2.9M | 73k | 39.81 |
| 2013-12-31 | $1.1M | 26k | 40.72 |