Ep Wealth Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,058 shares of SCHC stock, worth $251,829. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,058
Holding current value
$251,829
% of portfolio
0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$34.48 - $38.87 $243,359 - $274,344
7,058 New
7,058 $271,000
Q1 2024

May 14, 2024
BUY
$33.2 - $35.86 $116,631 - $125,976
3,513 New
3,513 $125,000
Q2 2022

Aug 11, 2022
SELL
$31.0 - $38.49 $214,334 - $266,119
-6,914 Reduced 46.5%
7,954 $248,000
Q1 2022

May 20, 2022
BUY
$34.89 - $41.24 $111,787 - $132,132
3,204 Added 27.47%
14,868 $565,000
Q4 2021

Feb 17, 2022
BUY
$39.06 - $43.63 $139,991 - $156,369
3,584 Added 44.36%
11,664 $477,000
Q3 2021

Nov 23, 2021
SELL
$40.41 - $44.08 $16.1 Million - $17.6 Million
-398,337 Reduced 98.01%
8,080 $335,000
Q3 2021

Nov 16, 2021
BUY
$40.41 - $44.08 $16.1 Million - $17.6 Million
399,130 Added 5477.29%
406,417 $335,000
Q2 2021

Aug 24, 2021
SELL
$40.16 - $43.04 $70,079 - $75,104
-1,745 Reduced 19.32%
7,287 $303,000
Q1 2021

May 17, 2021
BUY
$37.4 - $40.42 $90,956 - $98,301
2,432 Added 36.85%
9,032 $356,000
Q4 2020

Feb 18, 2021
SELL
$31.39 - $37.85 $7,156 - $8,629
-228 Reduced 3.34%
6,600 $248,000
Q3 2020

Nov 17, 2020
BUY
$29.72 - $33.44 $202,928 - $228,328
6,828 New
6,828 $222,000

Others Institutions Holding SCHC

# of Institutions
434
Shares Held
46.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email