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Schwab Strategic Tr us lrg cap etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 94k 67.85
2024-06-30 $6.2M 96k 64.25
2024-03-31 $5.4M 87k 62.06
2023-12-31 $4.9M 87k 56.40
2023-09-30 $4.3M 85k 50.60
2023-06-30 $4.6M 6.2k 736.60
2023-03-31 $1.5M 28k 52.38
2022-12-31 $3.5M 77k 45.15
2022-03-31 $4.1M 77k 53.85
2021-12-31 $2.7M 24k 113.83
2021-09-30 $2.1M 25k 85.58
2021-06-30 $2.1M 20k 103.97
2021-03-31 $2.1M 22k 96.03
2020-12-31 $1.6M 18k 90.96
2020-09-30 $1.4M 17k 80.65
2020-06-30 $1.4M 19k 74.10
2020-03-31 $1.2M 20k 61.26
2019-12-31 $1.5M 20k 76.83
2019-09-30 $1.5M 21k 70.95
2019-06-30 $1.6M 23k 70.21
2019-03-31 $1.2M 18k 67.63
2018-12-31 $1.0M 17k 59.73
2018-09-30 $873k 13k 69.58
2018-06-30 $938k 14k 65.02
2018-03-31 $810k 13k 63.06
2017-12-31 $8.3M 129k 63.77
2017-09-30 $879k 15k 60.03
2017-06-30 $732k 13k 57.74
2017-03-31 $1.1M 20k 56.26
2016-12-31 $656k 13k 50.99
2016-09-30 $497k 9.6k 51.59
2016-06-30 $475k 9.5k 49.76
2016-03-31 $534k 11k 48.85
2015-12-31 $2.3M 48k 48.57
2015-09-30 $971k 21k 45.77
2015-06-30 $397k 8.0k 49.31
2015-03-31 $299k 6.0k 49.57
2014-12-31 $392k 8.0k 49.09
2013-12-31 $247k 5.6k 44.11
2013-09-30 $225k 5.6k 40.18

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Us Bancorp
Sei Investments
HBK Sorce Advisory
Sage Financial
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf