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Schwab Strategic Tr us aggregate b shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b 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 aggregate b by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 523k 23.37
2025-06-30 $511k 22k 23.24
2025-03-31 $613k 27k 23.16
2024-12-31 $710k 31k 22.70
2024-09-30 $771k 16k 47.52
2023-12-31 $384k 8.2k 46.62
2022-12-31 $625k 14k 45.65
2022-09-30 $667k 15k 45.31
2022-06-30 $1.7M 35k 47.87
2022-03-31 $2.0M 39k 50.57
2021-12-31 $1.8M 34k 53.89
2021-09-30 $1.9M 5.8k 334.14
2021-06-30 $2.0M 36k 54.61
2021-03-31 $1.8M 34k 53.96
2020-12-31 $1.7M 30k 56.03
2020-09-30 $1.7M 30k 56.09
2020-06-30 $1.6M 28k 56.24
2020-03-31 $1.4M 26k 54.25
2019-12-31 $1.1M 20k 53.45
2019-09-30 $1.1M 20k 53.83
2019-06-30 $1.0M 19k 53.03
2019-03-31 $1.0M 19k 51.86
2018-12-31 $1.8M 35k 50.60
2018-09-30 $3.3M 66k 50.25
2018-06-30 $697k 14k 50.65
2018-03-31 $285k 5.6k 50.94
2017-03-31 $306k 5.9k 51.85
2016-12-31 $825k 16k 51.48
2016-09-30 $328k 6.1k 53.66
2016-06-30 $678k 13k 53.75
2016-03-31 $1.2M 23k 52.82
2015-12-31 $5.0M 96k 51.50
2015-09-30 $489k 9.4k 52.13
2013-12-31 $2.0M 40k 50.30

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
Total Wealth Planning
HighTower Advisors
CWM
Wealth Enhancement Advisory Services
Goldman Sachs Group
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors
Envestnet Asset Management

View all funds holding Schwab Strategic Tr us aggregate b