Position history for EP Wealth Advisors, LLC's holdings in SCHWAB STRATEGIC TR
EP Wealth Advisors, LLC holds 3.2M shares of SCHX (SCHWAB STRATEGIC TR), worth $81.7M as of 2026-Q1. The position was decreased (-1.0% shares). SCHX represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$81.7M
Current Shares
3.2M
Total Value Change
+$75.5M
Total Shares Change
+3.1M
Other major holders of SCHX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Decreased |
| 3.2M |
-1.0% |
| $81.7M |
| 0.4% |
| $26.83 |
0 |
| 2025-Q4 | Increased | 3.2M | +2.4% | $86.6M | 0.4% | $27.12 | 36 |
| 2025-Q2 | Increased | 3.1M | +976.1% | $76.8M | 0.5% | $24.19 | 68 |
| 2025-Q1 | Increased | 292,036 | +0.4% | $6.4M | 0.1% | $21.77 | 27 |
| 2024-Q4 | Increased | 290,958 | +209.7% | $6.7M | 0.1% | $23.00 | 44 |
| 2024-Q3 | Decreased | 93,963 | -2.3% | $6.4M | 0.1% | $22.20 | 0 |
| 2024-Q2 | Increased | 96,206 | +11.2% | $6.2M | 0.1% | $21.03 | 30 |