EP Wealth Advisors, LLC's ownership history for SCHM
EP Wealth Advisors, LLC currently holds 91.6K shares with a market value of $2.8M. It started holding SCHM on 2024-09-30. At its peak, it held 92.3K shares on 2025-06-30. Its highest holding value was $2.8M on 2026-03-31. At its lowest, it held 12.2K shares on 2024-09-30, with a value of $967.4K on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 614. In the recent year, EP Wealth Advisors, LLC has increased its shares by 55.1K.
EP Wealth Advisors, LLC's ownership history for SCHM