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EP Wealth Advisors, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on SCHA, newest first. How the timeline and the estimate are built.

EP Wealth Advisors, LLC held 251,236 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 251,236 shares
    Change vs previous 13F -8,396 shares

    0.03% of the 13F portfolio, value $9,077,171.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 259,632 shares
    Change vs previous 13F +46,400 shares

    0.04% of the 13F portfolio, value $7,550,112.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 213,232 shares
    Change vs previous 13F +41,397 shares

    0.03% of the 13F portfolio, value $6,072,848.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 171,835 shares
    Change vs previous 13F +37,935 shares

    0.03% of the 13F portfolio, value $4,347,429.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 133,900 shares
    Change vs previous 13F +11,958 shares

    0.03% of the 13F portfolio, value $3,137,288.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 121,942 shares
    Change vs previous 13F +63,025 shares

    0.03% of the 13F portfolio, value $3,153,422.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 58,917 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,034,236.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).