Charles Schwab Corporation shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $31M | 306k | 99.91 |
| 2025-06-30 | $3.6M | 39k | 91.24 |
| 2025-03-31 | $3.0M | 38k | 78.28 |
| 2024-12-31 | $2.9M | 39k | 74.01 |
| 2024-09-30 | $1.7M | 27k | 64.81 |
| 2024-06-30 | $2.0M | 28k | 73.69 |
| 2024-03-31 | $2.0M | 28k | 72.34 |
| 2023-12-31 | $2.1M | 30k | 68.80 |
| 2023-09-30 | $1.5M | 28k | 54.90 |
| 2023-06-30 | $1.6M | 24k | 65.07 |
| 2023-03-31 | $3.1M | 48k | 65.58 |
| 2022-12-31 | $2.2M | 26k | 83.26 |
| 2022-09-30 | $1.8M | 25k | 71.86 |
| 2022-06-30 | $1.8M | 29k | 63.19 |
| 2022-03-31 | $1.5M | 18k | 84.32 |
| 2021-12-31 | $1.2M | 15k | 84.10 |
| 2021-09-30 | $985k | 9.6k | 102.40 |
| 2021-06-30 | $1.0M | 14k | 72.81 |
| 2021-03-31 | $934k | 14k | 65.18 |
| 2020-12-31 | $769k | 15k | 53.07 |
| 2020-03-31 | $203k | 6.1k | 33.55 |
| 2019-12-31 | $546k | 12k | 47.52 |
| 2019-09-30 | $296k | 7.1k | 41.82 |
| 2019-06-30 | $13M | 328k | 40.19 |
| 2019-03-31 | $11M | 255k | 42.76 |
| 2018-12-31 | $10M | 246k | 41.53 |
| 2018-09-30 | $13M | 254k | 49.15 |
| 2018-06-30 | $13M | 247k | 51.10 |
| 2018-03-31 | $13M | 251k | 52.22 |
| 2017-12-31 | $11M | 208k | 51.37 |
| 2017-09-30 | $9.0M | 205k | 43.74 |
| 2017-06-30 | $8.5M | 199k | 42.96 |
| 2017-03-31 | $8.0M | 196k | 40.81 |
| 2016-12-31 | $7.1M | 201k | 35.36 |
| 2016-09-30 | $6.6M | 208k | 31.57 |
| 2016-06-30 | $5.3M | 210k | 25.31 |
| 2016-03-31 | $6.4M | 227k | 28.02 |
| 2015-12-31 | $7.4M | 223k | 32.93 |