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SGVTSGVT
1 quarters

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

EP Wealth Advisors, LLC holds 9,482 shares of SGVT (SCHWAB STRATEGIC TR), worth $955,217 as of 2026-Q2. This is a new position. SGVT represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$955,217

Current Shares

9,482

Total Value Change

$0

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
9,482
-
$955,2170.0%$100.18
35

Other major holders of SGVT: Savant Capital, LLC, JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP

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