EP Wealth Advisors, LLC's ownership history for SCHC

EP Wealth Advisors, LLC currently holds 173.2K shares with a market value of $8.1M. It started holding SCHC on 2024-09-30. At its peak, it held 173.2K shares on 2026-03-31. Its highest holding value was $8.1M on 2026-03-31. At its lowest, it held 3.5K shares on 2025-06-30, with a value of $149.4K on 2025-06-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 169.7K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 168.2K.