EP Wealth Advisors, LLC's ownership history for SCHB


EP Wealth Advisors, LLC currently holds 138.1K shares with a market value of $3.3M. It started holding SCHB on 2024-09-30. At its peak, it held 138.1K shares on 2025-06-30. Its highest holding value was $3.3M on 2025-06-30. At its lowest, it held 26.2K shares on 2024-09-30, with a value of $1.7M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 26.9K.


EP Wealth Advisors, LLC's ownership history for SCHB