EP Wealth Advisors, LLC's ownership history for SCHG

EP Wealth Advisors, LLC currently holds 708.2K shares with a market value of $20.6M. It started holding SCHG on 2024-09-30. At its peak, it held 736.8K shares on 2025-06-30. Its highest holding value was $23.3M on 2025-12-31. At its lowest, it held 84.1K shares on 2024-09-30, with a value of $8.8M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 28.5K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 299.8K.