Ep Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 21,971 shares of SCHZ stock, worth $514,121. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,971
Previous 26,479 17.02%
Holding current value
$514,121
Previous $613,000 16.8%
% of portfolio
0.0%
Previous 0.01%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$22.68 - $23.28 $102,241 - $104,946
-4,508 Reduced 17.02%
21,971 $510,000
Q1 2025

May 15, 2025
SELL
$22.46 - $23.26 $108,077 - $111,927
-4,812 Reduced 15.38%
26,479 $613,000
Q4 2024

Feb 13, 2025
BUY
$22.63 - $47.53 $340,875 - $715,944
15,063 Added 92.82%
31,291 $710,000
Q3 2024

Nov 14, 2024
BUY
$45.2 - $47.87 $733,505 - $776,834
16,228 New
16,228 $771,000
Q4 2023

Feb 28, 2024
BUY
$43.09 - $46.83 $354,716 - $385,504
8,232 New
8,232 $383,000
Q4 2022

Jun 12, 2023
BUY
$44.04 - $47.03 $603,171 - $644,122
13,696 New
13,696 $625,000
Q3 2022

Dec 02, 2022
SELL
$44.98 - $49.09 $918,131 - $1 Million
-20,412 Reduced 58.1%
14,722 $667,000
Q2 2022

Aug 11, 2022
SELL
$46.62 - $50.36 $189,230 - $204,411
-4,059 Reduced 10.36%
35,134 $1.68 Million
Q1 2022

May 20, 2022
BUY
$50.05 - $53.52 $274,223 - $293,236
5,479 Added 16.25%
39,193 $1.98 Million
Q4 2021

Feb 17, 2022
SELL
$53.63 - $54.52 $99,698 - $101,352
-1,859 Reduced 5.23%
33,714 $1.82 Million
Q3 2021

Nov 23, 2021
BUY
$54.26 - $55.17 $1.62 Million - $1.64 Million
29,797 Added 515.88%
35,573 $1.93 Million
Q3 2021

Nov 16, 2021
SELL
$54.26 - $55.17 $1.64 Million - $1.66 Million
-30,134 Reduced 83.92%
5,776 $1.93 Million
Q2 2021

Aug 24, 2021
BUY
$53.9 - $54.6 $96,588 - $97,843
1,792 Added 5.25%
35,910 $1.96 Million
Q1 2021

May 17, 2021
BUY
$53.75 - $55.97 $217,418 - $226,398
4,045 Added 13.45%
34,118 $1.84 Million
Q4 2020

Feb 18, 2021
BUY
$55.56 - $56.23 $833 - $843
15 Added 0.05%
30,073 $1.69 Million
Q3 2020

Nov 17, 2020
BUY
$56.07 - $56.92 $101,150 - $102,683
1,804 Added 6.38%
30,058 $1.69 Million
Q2 2020

Aug 14, 2020
BUY
$54.35 - $56.24 $130,113 - $134,638
2,394 Added 9.26%
28,254 $1.59 Million
Q1 2020

May 18, 2020
BUY
$50.33 - $56.09 $307,264 - $342,429
6,105 Added 30.9%
25,860 $1.4 Million
Q4 2019

Feb 14, 2020
SELL
$53.21 - $54.14 $20,379 - $20,735
-383 Reduced 1.9%
19,755 $1.06 Million
Q3 2019

Nov 18, 2019
BUY
$53.15 - $53.86 $40,925 - $41,472
770 Added 3.98%
20,138 $1.08 Million
Q2 2019

Aug 27, 2019
SELL
N/A
-68 Reduced 0.35%
19,368 $1.03 Million
Q1 2019

May 20, 2019
SELL
N/A
-15,525 Reduced 44.41%
19,436 $1.01 Million
Q4 2018

Feb 19, 2019
SELL
N/A
-31,055 Reduced 47.04%
34,961 $1.77 Million
Q3 2018

Nov 15, 2018
BUY
N/A
52,256 Added 379.77%
66,016 $3.32 Million
Q2 2018

Aug 14, 2018
BUY
N/A
8,165 Added 145.93%
13,760 $697,000
Q1 2018

May 15, 2018
BUY
N/A
5,595 New
5,595 $285,000

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
175M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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