Ep Wealth Advisors, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 248,503 shares of SCHV stock, worth $7.07 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
248,503
Previous 141,900 75.13%
Holding current value
$7.07 Million
Previous $3.77 Million 82.34%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Aug 14, 2025
BUY
$23.55 - $27.67 $2.51 Million - $2.95 Million
106,603 Added 75.13%
248,503 $6.88 Million
Q1 2025

May 15, 2025
SELL
$25.77 - $27.6 $181,008 - $193,862
-7,024 Reduced 4.72%
141,900 $3.77 Million
Q4 2024

Feb 13, 2025
BUY
$25.79 - $80.4 $2.5 Million - $7.79 Million
96,869 Added 186.09%
148,924 $3.88 Million
Q3 2024

Nov 14, 2024
BUY
$73.43 - $80.37 $717,631 - $785,456
9,773 Added 23.11%
52,055 $4.18 Million
Q2 2024

Aug 19, 2024
BUY
$71.74 - $75.86 $134,727 - $142,465
1,878 Added 4.65%
42,282 $3.13 Million
Q1 2024

May 14, 2024
BUY
$68.82 - $75.98 $11,148 - $12,308
162 Added 0.4%
40,404 $3.07 Million
Q4 2023

Feb 28, 2024
SELL
$61.16 - $70.24 $13,638 - $15,663
-223 Reduced 0.55%
40,242 $2.82 Million
Q3 2023

Nov 22, 2023
BUY
$64.45 - $69.39 $223,319 - $240,436
3,465 Added 9.36%
40,465 $2.61 Million
Q2 2023

Aug 14, 2023
BUY
$63.33 - $67.21 $1.94 Million - $2.06 Million
30,679 Added 485.35%
37,000 $2.48 Million
Q1 2023

Jun 05, 2023
SELL
$62.59 - $69.3 $3.29 Million - $3.64 Million
-52,506 Reduced 89.25%
6,321 $414,000
Q4 2022

Jun 12, 2023
BUY
$59.13 - $69.24 $2.76 Million - $3.24 Million
46,731 Added 739.3%
53,052 $3.5 Million
Q3 2022

Dec 02, 2022
BUY
$58.51 - $69.02 $643,844 - $759,496
11,004 Added 23.01%
58,827 $3.44 Million
Q2 2022

Aug 11, 2022
SELL
$60.93 - $72.3 $736,460 - $873,890
-12,087 Reduced 20.18%
47,823 $2.99 Million
Q1 2022

May 20, 2022
BUY
$67.71 - $74.19 $609,931 - $668,303
9,008 Added 17.7%
59,910 $4.28 Million
Q4 2021

Feb 17, 2022
BUY
$67.9 - $73.3 $111,899 - $120,798
1,648 Added 3.35%
50,902 $3.73 Million
Q3 2021

Nov 23, 2021
SELL
$66.91 - $71.05 $1.4 Million - $1.49 Million
-20,991 Reduced 29.88%
49,254 $3.32 Million
Q3 2021

Nov 16, 2021
BUY
$66.91 - $71.05 $1.42 Million - $1.51 Million
21,238 Added 43.34%
70,245 $3.32 Million
Q2 2021

Aug 24, 2021
SELL
$65.81 - $69.75 $22,836 - $24,203
-347 Reduced 0.7%
49,007 $3.35 Million
Q1 2021

May 17, 2021
SELL
$58.71 - $65.66 $352,377 - $394,091
-6,002 Reduced 10.84%
49,354 $3.22 Million
Q4 2020

Feb 18, 2021
SELL
$50.83 - $59.53 $1.74 Million - $2.04 Million
-34,261 Reduced 38.23%
55,356 $3.3 Million
Q3 2020

Nov 17, 2020
SELL
$49.44 - $54.86 $2.28 Million - $2.53 Million
-46,194 Reduced 34.01%
89,617 $4.68 Million
Q2 2020

Aug 14, 2020
SELL
$42.21 - $55.29 $37,862 - $49,595
-897 Reduced 0.66%
135,811 $6.81 Million
Q1 2020

May 18, 2020
BUY
$38.4 - $61.03 $950,246 - $1.51 Million
24,746 Added 22.1%
136,708 $6.05 Million
Q4 2019

Feb 14, 2020
BUY
$54.73 - $60.25 $4.13 Million - $4.54 Million
75,415 Added 206.35%
111,962 $6.73 Million
Q3 2019

Nov 18, 2019
BUY
$56.56 - $57.5 $135,065 - $137,310
2,388 Added 6.99%
36,547 $2.07 Million
Q2 2019

Aug 27, 2019
BUY
N/A
6,349 Added 22.83%
34,159 $1.92 Million
Q1 2019

May 20, 2019
BUY
N/A
3,292 Added 13.43%
27,810 $1.52 Million
Q4 2018

Feb 19, 2019
BUY
N/A
10,820 Added 78.99%
24,518 $1.21 Million
Q3 2018

Nov 15, 2018
BUY
N/A
9,918 Added 262.38%
13,698 $768,000
Q2 2018

Aug 14, 2018
SELL
N/A
-1,235 Reduced 24.63%
3,780 $201,000
Q4 2017

Feb 15, 2018
BUY
N/A
50 Added 1.01%
5,015 $274,000
Q2 2017

Aug 17, 2017
BUY
N/A
4,965
4,965 $249,000

Others Institutions Holding SCHV

# of Institutions
961
Shares Held
342M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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