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

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
411
Shares Held
88M
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
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