How many shares of SCHX does EP Wealth Advisors, LLC own?

As of 2026-Q2, EP Wealth Advisors, LLC holds 3.1M shares of SCHX (SCHWAB US LARGE-CAP ETF).

What is EP Wealth Advisors, LLC's SCHX position worth?

As of 2026-Q2, EP Wealth Advisors, LLC's SCHX position is worth $92.5M.

In 2026-Q2, EP Wealth Advisors, LLC decreased their SCHX position (-1.3% change in shares).

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in SCHX in 2018-Q4. They have held the position across 29 quarters.

Position history for EP Wealth Advisors, LLC's holdings in SCHWAB US LARGE-CAP ETF

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%	$21.03	30
2024-Q1	Decreased	86,534	-0.6%	$5.4M	0.1%	$20.25	0
2023-Q4	Increased	87,089	+2.1%	$4.9M	0.1%	$18.35	27
2023-Q3	Increased	85,279	+1279.7%	$4.3M	0.1%	$16.39	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%	$14.46	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%	$11.68	0
2019-Q3	Decreased	20,804	-9.4%	$1.5M	0.1%	$10.70	0
2019-Q2	Increased	22,959	+27.1%	$1.6M	0.1%	$10.59	38
2019-Q1	Increased	18,068	+6.6%	$1.2M	0.1%	$10.15	32
2018-Q4	New	16,944	-	$1M	0.1%	$8.84	35