Ep Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

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 40,404 shares of SCHV stock, worth $2.99 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
40,404
Previous 40,242 0.4%
Holding current value
$2.99 Million
Previous $2.82 Million 8.83%
% of portfolio
0.04%
Previous 0.04%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $3 Million - $3.24 Million
46,731 Added 739.3%
53,052 $3.5 Million
Q3 2022

Dec 02, 2022
BUY
N/A
11,004 Added 23.01%
58,827 $3.44 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-12,087 Reduced 20.18%
47,823 $2.99 Million
Q1 2022

May 20, 2022
BUY
N/A
9,008 Added 17.7%
59,910 $4.28 Million
Q4 2021

Feb 17, 2022
BUY
N/A
1,648 Added 3.35%
50,902 $3.73 Million
Q3 2021

Nov 23, 2021
SELL
N/A
-20,991 Reduced 29.88%
49,254 $3.32 Million
Q3 2021

Nov 16, 2021
BUY
N/A
21,238 Added 43.34%
70,245 $3.32 Million
Q2 2021

Aug 24, 2021
SELL
N/A
-347 Reduced 0.7%
49,007 $3.35 Million
Q1 2021

May 17, 2021
SELL
N/A
-6,002 Reduced 10.84%
49,354 $3.22 Million
Q4 2020

Feb 18, 2021
SELL
N/A
-34,261 Reduced 38.23%
55,356 $3.3 Million
Q3 2020

Nov 17, 2020
SELL
N/A
-46,194 Reduced 34.01%
89,617 $4.68 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-897 Reduced 0.66%
135,811 $6.81 Million
Q1 2020

May 18, 2020
BUY
N/A
24,746 Added 22.1%
136,708 $6.05 Million
Q4 2019

Feb 14, 2020
BUY
N/A
75,415 Added 206.35%
111,962 $6.73 Million
Q3 2019

Nov 18, 2019
BUY
N/A
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
787
Shares Held
102M
Call Options Held
9.1K
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
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