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 86,534 shares of SCHX stock, worth $5.67 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
86,534
Previous 87,089 0.64%
Holding current value
$5.67 Million
Previous $4.91 Million 9.35%
% of portfolio
0.06%
Previous 0.06%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$55.41 - $62.08 $30,752 - $34,454
-555 Reduced 0.64%
86,534 $5.37 Million
Q4 2023

Feb 28, 2024
BUY
$48.47 - $56.6 $87,730 - $102,446
1,810 Added 2.12%
87,089 $4.91 Million
Q3 2023

Nov 22, 2023
BUY
$50.36 - $54.21 $3.98 Million - $4.29 Million
79,098 Added 1279.7%
85,279 $4.32 Million
Q2 2023

Aug 14, 2023
SELL
$47.67 - $52.37 $1.04 Million - $1.14 Million
-21,725 Reduced 77.85%
6,181 $323,000
Q1 2023

Jun 05, 2023
BUY
$44.78 - $49.41 $1.25 Million - $1.38 Million
27,906 New
27,906 $1.35 Million
Q4 2022

Jun 12, 2023
BUY
$44.01 - $48.16 $2.16 Million - $2.36 Million
49,101 Added 175.95%
77,007 $3.48 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-76,522 Closed
0 $0
Q1 2022

May 20, 2022
BUY
N/A
52,521 Added 218.83%
76,522 $4.12 Million
Q4 2021

Feb 17, 2022
BUY
N/A
3,886 Added 19.32%
24,001 $2.73 Million
Q3 2021

Nov 23, 2021
SELL
N/A
-4,341 Reduced 17.75%
20,115 $2.09 Million
Q3 2021

Nov 16, 2021
BUY
N/A
4,392 Added 21.89%
24,456 $2.09 Million
Q2 2021

Aug 24, 2021
SELL
N/A
-1,991 Reduced 9.03%
20,064 $2.09 Million
Q1 2021

May 17, 2021
BUY
N/A
3,949 Added 21.81%
22,055 $2.12 Million
Q4 2020

Feb 18, 2021
BUY
N/A
921 Added 5.36%
18,106 $1.65 Million
Q3 2020

Nov 17, 2020
SELL
N/A
-2,235 Reduced 11.51%
17,185 $1.39 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-70 Reduced 0.36%
19,420 $1.44 Million
Q1 2020

May 18, 2020
SELL
N/A
-20 Reduced 0.1%
19,490 $1.19 Million
Q4 2019

Feb 14, 2020
SELL
N/A
-1,294 Reduced 6.22%
19,510 $1.5 Million
Q3 2019

Nov 18, 2019
SELL
N/A
-2,155 Reduced 9.39%
20,804 $1.48 Million
Q2 2019

Aug 27, 2019
BUY
N/A
4,891 Added 27.07%
22,959 $1.61 Million
Q1 2019

May 20, 2019
BUY
N/A
1,124 Added 6.63%
18,068 $1.22 Million
Q4 2018

Feb 19, 2019
BUY
N/A
4,397 Added 35.04%
16,944 $1.01 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-1,879 Reduced 13.03%
12,547 $873,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,582 Added 12.32%
14,426 $938,000
Q1 2018

May 15, 2018
SELL
N/A
-116,567 Reduced 90.08%
12,844 $810,000
Q4 2017

Feb 15, 2018
BUY
N/A
114,769 Added 783.83%
129,411 $919,000
Q3 2017

Nov 15, 2017
BUY
N/A
1,965 Added 15.5%
14,642 $879,000
Q2 2017

Aug 17, 2017
BUY
N/A
12,677
12,677 $732,000

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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