EP Wealth Advisors, LLC's ownership history for SCHM

EP Wealth Advisors, LLC currently holds 89.6K shares with a market value of $2.7M. It started holding SCHM on 2024-09-30. At its peak, it held 92.3K shares on 2025-06-30. Its highest holding value was $2.7M on 2025-12-31. At its lowest, it held 12.2K shares on 2024-09-30, with a value of $967.4K on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 52.7K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 77.4K.