Question 1

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

Accepted Answer

As of 2026-Q1, EP Wealth Advisors, LLC holds 3.2M shares of SCHX (SCHWAB STRATEGIC TR).

Question 2

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

Accepted Answer

As of 2026-Q1, EP Wealth Advisors, LLC's SCHX position is worth $81.7M.

Question 3

Is EP Wealth Advisors, LLC buying or selling SCHX?

Accepted Answer

In 2026-Q1, EP Wealth Advisors, LLC decreased their SCHX position (-1.0% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy SCHX?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in SCHX in 2024-Q2. They have held the position across 13 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	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

SCHXShowing 7 of 13 quarters

SCHX
Showing 7 of 13 quarters