Ep Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 54,233 shares of SCHA stock, worth $2.75 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
54,233
Previous 47,846
13.35%
Holding current value
$2.75 Million
Previous $2.36 Million
9.26%
% of portfolio
0.03%
Previous 0.03%
Shares
28 transactions
Others Institutions Holding SCHA
# of Institutions
1,120Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.42 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.12 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$607 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$534 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$374 Million0.51% of portfolio