Does EP Wealth Advisors own SCHX stock?

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 3,142,065 shares of SCHX, worth $92.5M.

How many shares of SCHX does EP Wealth Advisors own?

As of its Q2 2026 13F, EP Wealth Advisors holds 3,142,065 shares of SCHX.

As of its Q2 2026 13F, EP Wealth Advisors' SCHX position is worth $92.5M.

In Q2 2026, EP Wealth Advisors reduced its SCHX position by 42,772 shares (-1.3%).

EP Wealth Advisors already held SCHX in its Q4 2018 13F, the earliest on record, and has listed it in 28 quarterly 13F filings.

Position history for EP Wealth Advisors, LLC's holdings in SCHWAB STRATEGIC TR

Current Value

$92.5M

Current Shares

3.1M

Total Value Change

+$91.5M

Total Shares Change

+3.1M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3.1M	-1.3%	$92.5M	0.4%	$29.43	0
2026-Q1	Decreased	3.2M	-1.0%	$81.7M	0.4%	$25.57	0
2025-Q4	Increased	3.2M	+2.4%	$86.6M	0.4%	$26.76	36
2025-Q2	Increased	3.1M	+976.1%	$76.8M	0.5%	$24.17	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%	$22.79	44
2024-Q3	Decreased	93,963	-2.3%	$6.4M	0.1%	$22.16	0
2024-Q2	Increased	96,206	+11.2%	$6.2M	0.1%	$20.92	30
2024-Q1	Decreased	86,534	-0.6%	$5.4M	0.1%	$20.14	0
2023-Q4	Increased	87,089	+2.1%	$4.9M	0.1%	$18.25	27
2023-Q3	Increased	85,279	+1279.7%	$4.3M	0.1%	$16.30	43
2023-Q2	Decreased	6,181	-77.8%	$4.6M	0.1%	$16.81	0
2023-Q1	Decreased	27,906	-63.8%	$1.5M	0.0%	$15.47	0
2022-Q4	New	77,007	-	$3.5M	0.1%	$14.38	37
2022-Q2	Exited	0	-100.0%	$0	0.0%	$14.10	0
2022-Q1	Increased	76,522	+218.8%	$4.1M	0.1%	$16.94	43
2021-Q4	Increased	24,001	+19.3%	$2.7M	0.1%	$17.85	31
2021-Q3	Increased	20,115	+0.3%	$2.1M	0.1%	$16.25	26
2021-Q2	Decreased	20,064	-9.0%	$2.1M	0.1%	$16.19	0
2021-Q1	Increased	22,055	+21.8%	$2.1M	0.1%	$14.91	31
2020-Q4	Increased	18,106	+5.4%	$1.6M	0.1%	$14.07	27
2020-Q3	Decreased	17,185	-11.5%	$1.4M	0.1%	$12.43	0
2020-Q2	Decreased	19,420	-0.4%	$1.4M	0.1%	$11.35	0
2020-Q1	Decreased	19,490	-0.1%	$1.2M	0.1%	$9.34	0
2019-Q4	Decreased	19,510	-6.2%	$1.5M	0.1%	$11.65	0
2019-Q3	Decreased	20,804	-9.4%	$1.5M	0.1%	$10.69	0
2019-Q2	Increased	22,959	+27.1%	$1.6M	0.1%	$10.53	38
2019-Q1	Increased	18,068	+6.6%	$1.2M	0.1%	$10.10	32
2018-Q4	First report	16,944	-	$1M	0.1%	$8.88	0