Ep Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
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 12,152 shares of SCHM stock, worth $360,671. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,152
Previous 11,928
1.88%
Holding current value
$360,671
Previous $928,000
8.73%
% of portfolio
0.01%
Previous 0.01%
Shares
26 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio