Ep Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,966 shares of SCHH stock, worth $233,575. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,966

Previous 8,898 23.24%

Holding current value

$233,575

Previous $187,000 25.67%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$20.2 - $22.24 $41,773 - $45,992	2,068 Added 23.24%	10,966 $235,000
Q4 2024 Feb 13, 2025	SELL	$20.55 - $23.26 $1,006 - $1,139	-49 Reduced 0.55%	8,898 $187,000
Q3 2024 Nov 14, 2024	BUY	$19.78 - $23.53 $43,951 - $52,283	2,222 Added 33.04%	8,947 $207,000
Q2 2024 Aug 19, 2024	SELL	$18.53 - $20.2 $8,375 - $9,130	-452 Reduced 6.3%	6,725 $134,000
Q1 2024 May 14, 2024	BUY	$19.39 - $20.93 $139,162 - $150,214	7,177 New	7,177 $145,000
Q1 2023 Jun 05, 2023	BUY	$18.01 - $21.78 $1.33 Million - $1.61 Million	74,090 New	74,090 $1.44 Million
Q2 2022 Aug 11, 2022	SELL	$20.18 - $25.97 $29,482 - $37,942	-1,461 Reduced 15.66%	7,866 $166,000
Q1 2022 May 20, 2022	BUY	$22.75 - $26.16 $212,189 - $243,994	9,327 New	9,327 $232,000

Others Institutions Holding SCHH

# of Institutions

556

Shares Held

177M

Call Options Held

18.2K

Put Options Held

7.5K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

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Ep Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History