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 3,142,472 shares of SCHX stock, worth $79.2 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
3,142,472
Previous 292,036 976.06%
Holding current value
$79.2 Million
Previous $6.45 Million 1091.1%
% of portfolio
0.53%
Previous 0.05%

Shares

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

Aug 14, 2025
BUY
$19.6 - $24.44 $55.9 Million - $69.7 Million
2,850,436 Added 976.06%
3,142,472 $76.8 Million
Q1 2025

May 15, 2025
BUY
$21.75 - $24.28 $23,446 - $26,173
1,078 Added 0.37%
292,036 $6.45 Million
Q4 2024

Feb 13, 2025
BUY
$22.4 - $68.28 $4.41 Million - $13.5 Million
196,995 Added 209.65%
290,958 $6.74 Million
Q3 2024

Nov 14, 2024
SELL
$61.11 - $67.85 $137,069 - $152,187
-2,243 Reduced 2.33%
93,963 $6.38 Million
Q2 2024

Aug 19, 2024
BUY
$58.7 - $64.78 $567,746 - $626,552
9,672 Added 11.18%
96,206 $6.18 Million
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
$42.25 - $48.16 $2.07 Million - $2.36 Million
49,101 Added 175.95%
77,007 $3.48 Million
Q2 2022

Aug 11, 2022
SELL
$43.35 - $54.51 $3.32 Million - $4.17 Million
-76,522 Closed
0 $0
Q1 2022

May 20, 2022
BUY
$49.51 - $57.27 $2.6 Million - $3.01 Million
52,521 Added 218.83%
76,522 $4.12 Million
Q4 2021

Feb 17, 2022
BUY
$51.9 - $57.29 $201,683 - $222,628
3,886 Added 19.32%
24,001 $2.73 Million
Q3 2021

Nov 23, 2021
SELL
$51.52 - $54.94 $223,648 - $238,494
-4,341 Reduced 17.75%
20,115 $2.09 Million
Q3 2021

Nov 16, 2021
BUY
$51.52 - $54.94 $226,275 - $241,296
4,392 Added 21.89%
24,456 $2.09 Million
Q2 2021

Aug 24, 2021
SELL
$48.62 - $52.01 $96,802 - $103,551
-1,991 Reduced 9.03%
20,064 $2.09 Million
Q1 2021

May 17, 2021
BUY
$44.9 - $48.34 $177,310 - $190,894
3,949 Added 21.81%
22,055 $2.12 Million
Q4 2020

Feb 18, 2021
BUY
$39.35 - $45.48 $36,241 - $41,887
921 Added 5.36%
18,106 $1.65 Million
Q3 2020

Nov 17, 2020
SELL
$37.26 - $43.03 $83,276 - $96,172
-2,235 Reduced 11.51%
17,185 $1.39 Million
Q2 2020

Aug 14, 2020
SELL
$29.25 - $38.76 $2,047 - $2,713
-70 Reduced 0.36%
19,420 $1.44 Million
Q1 2020

May 18, 2020
SELL
$26.61 - $40.52 $532 - $810
-20 Reduced 0.1%
19,490 $1.19 Million
Q4 2019

Feb 14, 2020
SELL
$34.42 - $38.54 $44,539 - $49,870
-1,294 Reduced 6.22%
19,510 $1.5 Million
Q3 2019

Nov 18, 2019
SELL
$35.28 - $36.01 $76,028 - $77,601
-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
1,560
Shares Held
1.14B
Call Options Held
68.6K
Put Options Held
200
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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