EP Wealth Advisors, LLC's ownership history for SCHW

EP Wealth Advisors, LLC currently holds 39.4K shares with a market value of $3.6M. It started holding SCHW on 2024-09-30. At its peak, it held 39.4K shares on 2025-06-30. Its highest holding value was $3.6M on 2025-06-30. At its lowest, it held 26.7K 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 861.