Ep Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 92,257 shares of SCHM stock, worth $2.72 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
92,257
Previous 36,924 149.86%
Holding current value
$2.72 Million
Previous $967,000 167.53%
% of portfolio
0.02%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$22.92 - $28.05 $1.27 Million - $1.55 Million
55,333 Added 149.86%
92,257 $2.59 Million
Q1 2025

May 15, 2025
BUY
$25.58 - $29.24 $9,873 - $11,286
386 Added 1.06%
36,924 $967,000
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $671,590 - $2.03 Million
24,386 Added 200.67%
36,538 $1.01 Million
Q3 2024

Nov 14, 2024
BUY
$75.47 - $83.18 $16,905 - $18,632
224 Added 1.88%
12,152 $1.01 Million
Q2 2024

Aug 19, 2024
SELL
$75.69 - $81.19 $378,374 - $405,868
-4,999 Reduced 29.53%
11,928 $928,000
Q1 2024

May 14, 2024
SELL
$72.89 - $81.43 $111,521 - $124,587
-1,530 Reduced 8.29%
16,927 $1.38 Million
Q4 2023

Feb 28, 2024
BUY
$63.01 - $75.95 $153,807 - $185,393
2,441 Added 15.24%
18,457 $1.39 Million
Q3 2023

Nov 22, 2023
BUY
$66.75 - $73.98 $495,819 - $549,523
7,428 Added 86.49%
16,016 $1.08 Million
Q2 2023

Aug 14, 2023
SELL
$65.29 - $71.03 $185,619 - $201,938
-2,843 Reduced 24.87%
8,588 $610,000
Q1 2023

Jun 05, 2023
BUY
$64.24 - $73.9 $734,327 - $844,750
11,431 New
11,431 $775,000
Q4 2022

Jun 12, 2023
SELL
$61.05 - $69.94 $127,289 - $145,824
-2,085 Reduced 18.24%
9,346 $613,000
Q2 2022

Aug 11, 2022
SELL
$60.91 - $76.4 $203,987 - $255,863
-3,349 Reduced 28.38%
8,453 $530,000
Q1 2022

May 20, 2022
BUY
$70.66 - $80.89 $250,136 - $286,350
3,540 Added 42.85%
11,802 $895,000
Q4 2021

Feb 17, 2022
BUY
$76.01 - $83.39 $760 - $833
10 Added 0.12%
8,262 $665,000
Q3 2021

Nov 23, 2021
SELL
$74.65 - $80.95 $69,872 - $75,769
-936 Reduced 10.19%
8,252 $633,000
Q3 2021

Nov 16, 2021
BUY
$74.65 - $80.95 $68,454 - $74,231
917 Added 11.09%
9,188 $633,000
Q2 2021

Aug 24, 2021
BUY
$74.64 - $79.12 $5,224 - $5,538
70 Added 0.85%
8,271 $647,000
Q1 2021

May 17, 2021
SELL
$67.07 - $76.85 $26,425 - $30,278
-394 Reduced 4.58%
8,201 $610,000
Q4 2020

Feb 18, 2021
SELL
$55.93 - $68.45 $9,228 - $11,294
-165 Reduced 1.88%
8,595 $586,000
Q3 2020

Nov 17, 2020
BUY
$51.99 - $58.83 $455,432 - $515,350
8,760 New
8,760 $486,000
Q2 2020

Aug 14, 2020
SELL
$39.01 - $57.03 $193,099 - $282,298
-4,950 Closed
0 $470,000
Q1 2020

May 18, 2020
SELL
$35.83 - $62.24 $90,542 - $157,280
-2,527 Reduced 33.8%
4,950 $209,000
Q4 2019

Feb 14, 2020
BUY
$54.56 - $60.24 $1,636 - $1,807
30 Added 0.4%
7,477 $450,000
Q3 2019

Nov 18, 2019
SELL
$56.23 - $57.59 $10,908 - $11,172
-194 Reduced 2.54%
7,447 $421,000
Q2 2019

Aug 27, 2019
BUY
N/A
116 Added 1.54%
7,641 $436,000
Q1 2019

May 20, 2019
SELL
N/A
-4,845 Reduced 39.17%
7,525 $417,000
Q4 2018

Feb 19, 2019
BUY
N/A
12,370 New
12,370 $593,000
Q1 2018

May 15, 2018
SELL
N/A
-4,550 Closed
0 $0
Q4 2017

Feb 15, 2018
BUY
N/A
4,550
4,550 $242,000

Others Institutions Holding SCHM

# of Institutions
1,048
Shares Held
281M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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