EP Wealth Advisors, LLC's ownership history for SCHZ

EP Wealth Advisors, LLC currently holds 525.9K shares with a market value of $12.2M. It started holding SCHZ on 2024-09-30. At its peak, it held 525.9K shares on 2026-03-31. Its highest holding value was $12.2M on 2025-12-31. At its lowest, it held 16.2K shares on 2024-09-30, with a value of $510.6K on 2025-06-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 504.0K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 494.6K.