EP Wealth Advisors, LLC's ownership history for SCHW

EP Wealth Advisors, LLC currently holds 434.6K shares with a market value of $40.8M. It started holding SCHW on 2024-09-30. At its peak, it held 434.6K shares on 2026-03-31. Its highest holding value was $40.8M on 2026-03-31. 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 395.1K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 396.0K.