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

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 553,005 shares of SCHF stock, worth $11.9 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
553,005
Previous 562,697 1.72%
Holding current value
$11.9 Million
Previous $10.4 Million 5.08%
% of portfolio
0.09%
Previous 0.09%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$18.36 - $20.51 $177,945 - $198,782
-9,692 Reduced 1.72%
553,005 $10.9 Million
Q4 2024

Feb 13, 2025
BUY
$18.41 - $40.87 $5.38 Million - $11.9 Million
292,154 Added 107.99%
562,697 $10.4 Million
Q3 2024

Nov 14, 2024
BUY
$36.98 - $41.55 $4.85 Million - $5.44 Million
131,026 Added 93.91%
270,543 $11.1 Million
Q2 2024

Aug 19, 2024
BUY
$37.19 - $39.82 $326,305 - $349,380
8,774 Added 6.71%
139,517 $5.36 Million
Q1 2024

May 14, 2024
SELL
$35.71 - $39.11 $175,121 - $191,795
-4,904 Reduced 3.62%
130,743 $5.1 Million
Q4 2023

Feb 28, 2024
BUY
$32.37 - $37.01 $352,606 - $403,149
10,893 Added 8.73%
135,647 $5.01 Million
Q3 2023

Nov 22, 2023
BUY
$33.82 - $36.71 $4.07 Million - $4.42 Million
120,476 Added 2816.18%
124,754 $4.24 Million
Q2 2023

Aug 14, 2023
SELL
$34.48 - $36.54 $3.53 Million - $3.74 Million
-102,370 Reduced 95.99%
4,278 $152,000
Q1 2023

Jun 05, 2023
BUY
$32.42 - $35.44 $3.46 Million - $3.78 Million
106,648 New
106,648 $3.71 Million
Q4 2022

Jun 12, 2023
BUY
$28.0 - $33.87 $845,012 - $1.02 Million
30,179 Added 28.3%
136,827 $4.41 Million
Q2 2022

Aug 11, 2022
SELL
$31.13 - $37.19 $186,468 - $222,768
-5,990 Reduced 3.2%
181,149 $5.7 Million
Q1 2022

May 20, 2022
SELL
$33.67 - $39.47 $48,047 - $56,323
-1,427 Reduced 0.76%
187,139 $6.87 Million
Q4 2021

Feb 17, 2022
BUY
$37.77 - $40.6 $69,459 - $74,663
1,839 Added 0.98%
188,566 $7.33 Million
Q3 2021

Nov 23, 2021
BUY
$38.35 - $40.79 $7.16 Million - $7.61 Million
186,579 Added 126066.89%
186,727 $7.23 Million
Q3 2021

Nov 16, 2021
SELL
$38.35 - $40.79 $7.39 Million - $7.86 Million
-192,631 Reduced 99.92%
148 $7.23 Million
Q2 2021

Aug 24, 2021
SELL
$38.15 - $40.84 $283,073 - $303,032
-7,420 Reduced 3.71%
192,779 $7.61 Million
Q1 2021

May 17, 2021
BUY
$35.74 - $38.15 $4.21 Million - $4.49 Million
117,672 Added 142.59%
200,199 $7.53 Million
Q4 2020

Feb 18, 2021
BUY
$30.32 - $36.26 $383,275 - $458,362
12,641 Added 18.09%
82,527 $2.97 Million
Q3 2020

Nov 17, 2020
SELL
$29.85 - $32.42 $45,640 - $49,570
-1,529 Reduced 2.14%
69,886 $2.19 Million
Q2 2020

Aug 14, 2020
SELL
$24.62 - $31.42 $243,196 - $310,366
-9,878 Reduced 12.15%
71,415 $2.13 Million
Q1 2020

May 18, 2020
BUY
$22.3 - $34.12 $534,486 - $817,788
23,968 Added 41.81%
81,293 $2.1 Million
Q4 2019

Feb 14, 2020
BUY
$30.95 - $33.72 $793,155 - $864,142
25,627 Added 80.85%
57,325 $1.93 Million
Q3 2019

Nov 18, 2019
SELL
$31.56 - $32.18 $121,190 - $123,571
-3,840 Reduced 10.81%
31,698 $1.01 Million
Q2 2019

Aug 27, 2019
SELL
N/A
-51,081 Reduced 58.97%
35,538 $1.14 Million
Q1 2019

May 20, 2019
SELL
N/A
-29,259 Reduced 25.25%
86,619 $2.71 Million
Q4 2018

Feb 19, 2019
BUY
N/A
83,312 Added 255.83%
115,878 $3.29 Million
Q3 2018

Nov 15, 2018
BUY
N/A
15,525 Added 91.1%
32,566 $1.09 Million
Q2 2018

Aug 14, 2018
BUY
N/A
5,021 Added 41.77%
17,041 $563,000
Q1 2018

May 15, 2018
SELL
N/A
-2,096 Reduced 14.85%
12,020 $405,000
Q4 2017

Feb 15, 2018
BUY
N/A
7,015 Added 98.79%
14,116 $481,000
Q3 2017

Nov 15, 2017
BUY
N/A
260 Added 3.8%
7,101 $238,000
Q2 2017

Aug 17, 2017
BUY
N/A
6,841
6,841 $217,000

Others Institutions Holding SCHF

# of Institutions
1,415
Shares Held
1.54B
Call Options Held
52.9K
Put Options Held
3.9K
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

SCHF Quotes by TradingView
  • Ticker SCHF
  • Sector ETFs
  • Industry ETFs
More about SCHF
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