Ep Wealth Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,919 shares of SCHI stock, worth $109,841. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,919

Previous 12,301 60.01%

Holding current value

$109,841

Previous $567,000 80.95%

% of portfolio

0.0%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$22.02 - $46.16 $162,551 - $340,753	-7,382 Reduced 60.01%	4,919 $108,000
Q3 2024 Nov 14, 2024	BUY	$43.73 - $46.29 $48,146 - $50,965	1,101 Added 9.83%	12,301 $567,000
Q2 2024 Aug 19, 2024	BUY	$43.11 - $44.42 $150,324 - $154,892	3,487 Added 45.21%	11,200 $493,000
Q1 2024 May 14, 2024	BUY	$43.87 - $44.99 $77,079 - $79,047	1,757 Added 29.5%	7,713 $343,000
Q4 2023 Feb 28, 2024	BUY	$40.96 - $45.17 $121,405 - $133,883	2,964 Added 99.06%	5,956 $267,000
Q3 2023 Nov 22, 2023	BUY	$42.12 - $44.19 $126,023 - $132,216	2,992 New	2,992 $126,000

Others Institutions Holding SCHI

# of Institutions

219

Shares Held

42.1M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Ep Wealth Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History