EP Wealth Advisors, LLC's ownership history for SCHB

EP Wealth Advisors, LLC currently holds 150.4K shares with a market value of $3.9M. It started holding SCHB on 2024-09-30. At its peak, it held 150.4K shares on 2025-12-31. Its highest holding value was $3.9M on 2025-12-31. At its lowest, it held 26.2K 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 40.7K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 124.2K.