EP Wealth Advisors, LLC's ownership history for SCHP

EP Wealth Advisors, LLC currently holds 225.4K shares with a market value of $6.0M. It started holding SCHP on 2024-09-30. At its peak, it held 225.4K shares on 2026-03-31. Its highest holding value was $6.0M on 2026-03-31. At its lowest, it held 4.1K shares on 2025-06-30, with a value of $110.1K on 2025-06-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 221.3K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 221.0K.