Ep Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,142,472 shares of SCHX stock, worth $83.4 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

3,142,472

Previous 292,036 976.06%

Holding current value

$83.4 Million

Previous $6.45 Million 1091.1%

% of portfolio

0.53%

Previous 0.05%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$19.6 - $24.44 $55.9 Million - $69.7 Million	2,850,436 Added 976.06%	3,142,472 $76.8 Million
Q1 2025 May 15, 2025	BUY	$21.75 - $24.28 $23,446 - $26,173	1,078 Added 0.37%	292,036 $6.45 Million
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $4.41 Million - $13.5 Million	196,995 Added 209.65%	290,958 $6.74 Million
Q3 2024 Nov 14, 2024	SELL	$61.11 - $67.85 $137,069 - $152,187	-2,243 Reduced 2.33%	93,963 $6.38 Million
Q2 2024 Aug 19, 2024	BUY	$58.7 - $64.78 $567,746 - $626,552	9,672 Added 11.18%	96,206 $6.18 Million

Q1 2024 May 14, 2024	SELL	$55.41 - $62.08 $30,752 - $34,454	-555 Reduced 0.64%	86,534 $5.37 Million
Q4 2023 Feb 28, 2024	BUY	$48.47 - $56.6 $87,730 - $102,446	1,810 Added 2.12%	87,089 $4.91 Million
Q3 2023 Nov 22, 2023	BUY	$50.36 - $54.21 $3.98 Million - $4.29 Million	79,098 Added 1279.7%	85,279 $4.32 Million
Q2 2023 Aug 14, 2023	SELL	$47.67 - $52.37 $1.04 Million - $1.14 Million	-21,725 Reduced 77.85%	6,181 $323,000
Q1 2023 Jun 05, 2023	BUY	$44.78 - $49.41 $1.25 Million - $1.38 Million	27,906 New	27,906 $1.35 Million
Q4 2022 Jun 12, 2023	BUY	$42.25 - $48.16 $2.07 Million - $2.36 Million	49,101 Added 175.95%	77,007 $3.48 Million
Q2 2022 Aug 11, 2022	SELL	$43.35 - $54.51 $3.32 Million - $4.17 Million	-76,522 Closed	0 $0
Q1 2022 May 20, 2022	BUY	$49.51 - $57.27 $2.6 Million - $3.01 Million	52,521 Added 218.83%	76,522 $4.12 Million
Q4 2021 Feb 17, 2022	BUY	$51.9 - $57.29 $201,683 - $222,628	3,886 Added 19.32%	24,001 $2.73 Million
Q3 2021 Nov 23, 2021	SELL	$51.52 - $54.94 $223,648 - $238,494	-4,341 Reduced 17.75%	20,115 $2.09 Million
Q3 2021 Nov 16, 2021	BUY	$51.52 - $54.94 $226,275 - $241,296	4,392 Added 21.89%	24,456 $2.09 Million
Q2 2021 Aug 24, 2021	SELL	$48.62 - $52.01 $96,802 - $103,551	-1,991 Reduced 9.03%	20,064 $2.09 Million
Q1 2021 May 17, 2021	BUY	$44.9 - $48.34 $177,310 - $190,894	3,949 Added 21.81%	22,055 $2.12 Million
Q4 2020 Feb 18, 2021	BUY	$39.35 - $45.48 $36,241 - $41,887	921 Added 5.36%	18,106 $1.65 Million
Q3 2020 Nov 17, 2020	SELL	$37.26 - $43.03 $83,276 - $96,172	-2,235 Reduced 11.51%	17,185 $1.39 Million
Q2 2020 Aug 14, 2020	SELL	$29.25 - $38.76 $2,047 - $2,713	-70 Reduced 0.36%	19,420 $1.44 Million
Q1 2020 May 18, 2020	SELL	$26.61 - $40.52 $532 - $810	-20 Reduced 0.1%	19,490 $1.19 Million
Q4 2019 Feb 14, 2020	SELL	$34.42 - $38.54 $44,539 - $49,870	-1,294 Reduced 6.22%	19,510 $1.5 Million
Q3 2019 Nov 18, 2019	SELL	$35.28 - $36.01 $76,028 - $77,601	-2,155 Reduced 9.39%	20,804 $1.48 Million
Q2 2019 Aug 27, 2019	BUY	N/A	4,891 Added 27.07%	22,959 $1.61 Million
Q1 2019 May 20, 2019	BUY	N/A	1,124 Added 6.63%	18,068 $1.22 Million
Q4 2018 Feb 19, 2019	BUY	N/A	4,397 Added 35.04%	16,944 $1.01 Million
Q3 2018 Nov 15, 2018	SELL	N/A	-1,879 Reduced 13.03%	12,547 $873,000
Q2 2018 Aug 14, 2018	BUY	N/A	1,582 Added 12.32%	14,426 $938,000
Q1 2018 May 15, 2018	SELL	N/A	-116,567 Reduced 90.08%	12,844 $810,000
Q4 2017 Feb 15, 2018	BUY	N/A	114,769 Added 783.83%	129,411 $919,000
Q3 2017 Nov 15, 2017	BUY	N/A	1,965 Added 15.5%	14,642 $879,000
Q2 2017 Aug 17, 2017	BUY	N/A	12,677	12,677 $732,000

Others Institutions Holding SCHX

# of Institutions

1,630

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History