Ep Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 95,094 shares of SCHE stock, worth $3.22 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

95,094

Previous 93,881 1.29%

Holding current value

$3.22 Million

Previous $2.59 Million 10.74%

% of portfolio

0.02%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$24.38 - $30.18 $29,572 - $36,608	1,213 Added 1.29%	95,094 $2.87 Million
Q1 2025 May 15, 2025	SELL	$25.81 - $28.52 $27,565 - $30,459	-1,068 Reduced 1.12%	93,881 $2.59 Million
Q4 2024 Feb 13, 2025	SELL	$26.63 - $30.23 $70,303 - $79,807	-2,640 Reduced 2.71%	94,949 $2.53 Million
Q3 2024 Nov 14, 2024	BUY	$25.45 - $29.53 $229,609 - $266,419	9,022 Added 10.19%	97,589 $2.85 Million
Q2 2024 Aug 19, 2024	SELL	$24.67 - $27.2 $41,766 - $46,049	-1,693 Reduced 1.88%	88,567 $2.35 Million
Q1 2024 May 14, 2024	SELL	$23.47 - $25.45 $214,281 - $232,358	-9,130 Reduced 9.19%	90,260 $2.28 Million
Q4 2023 Feb 28, 2024	SELL	$23.04 - $24.89 $20,113 - $21,728	-873 Reduced 0.87%	99,390 $2.46 Million
Q3 2023 Nov 22, 2023	BUY	$23.83 - $26.11 $2.21 Million - $2.42 Million	92,632 Added 1213.89%	100,263 $2.4 Million
Q2 2023 Aug 14, 2023	SELL	$23.66 - $25.54 $7.69 Million - $8.31 Million	-325,181 Reduced 97.71%	7,631 $187,000
Q1 2023 Jun 05, 2023	BUY	$23.32 - $26.39 $7.76 Million - $8.78 Million	332,812 New	332,812 $8.16 Million
Q4 2022 Jun 12, 2023	SELL	$21.59 - $24.95 $4.75 Million - $5.49 Million	-219,861 Reduced 66.06%	112,951 $2.67 Million
Q2 2022 Aug 11, 2022	SELL	$24.51 - $28.87 $416,670 - $490,790	-17,000 Reduced 8.19%	190,678 $4.84 Million
Q1 2022 May 20, 2022	SELL	$25.61 - $30.82 $396,878 - $477,617	-15,497 Reduced 6.94%	207,678 $5.77 Million
Q4 2021 Feb 17, 2022	SELL	$28.68 - $31.96 $64,702 - $72,101	-2,256 Reduced 1.0%	223,175 $6.61 Million
Q3 2021 Nov 23, 2021	BUY	$29.81 - $32.7 $6.67 Million - $7.32 Million	223,703 Added 12945.78%	225,431 $6.87 Million
Q3 2021 Nov 16, 2021	SELL	$29.81 - $32.7 $5.45 Million - $5.98 Million	-182,874 Reduced 99.06%	1,728 $6.87 Million
Q2 2021 Aug 24, 2021	SELL	$31.06 - $33.61 $91,751 - $99,283	-2,954 Reduced 1.57%	184,602 $6.07 Million
Q1 2021 May 17, 2021	BUY	$30.78 - $34.63 $4.59 Million - $5.16 Million	149,059 Added 387.2%	187,556 $5.96 Million
Q4 2020 Feb 18, 2021	SELL	$26.72 - $30.68 $270,032 - $310,052	-10,106 Reduced 20.79%	38,497 $1.18 Million
Q3 2020 Nov 17, 2020	BUY	$24.69 - $27.71 $9,234 - $10,363	374 Added 0.78%	48,603 $1.3 Million
Q2 2020 Aug 14, 2020	SELL	$19.87 - $25.05 $14,485 - $18,261	-729 Reduced 1.49%	48,229 $1.17 Million
Q1 2020 May 18, 2020	BUY	$18.68 - $28.22 $914,535 - $1.38 Million	48,958 New	48,958 $1.01 Million
Q3 2019 Nov 18, 2019	SELL	$25.08 - $25.94 $317,387 - $328,270	-12,655 Closed	0 $0
Q2 2019 Aug 27, 2019	SELL	N/A	-11,902 Reduced 48.47%	12,655 $332,000
Q1 2019 May 20, 2019	SELL	N/A	-3,446 Reduced 12.31%	24,557 $639,000
Q4 2018 Feb 19, 2019	BUY	N/A	12,795 Added 84.13%	28,003 $659,000
Q3 2018 Nov 15, 2018	BUY	N/A	15,208 New	15,208 $391,000

Others Institutions Holding SCHE

# of Institutions

866

Shares Held

151M

Call Options Held

27.8K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Ep Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History