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EP Wealth Advisors, LLC: SCHB position timeline

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

EP Wealth Advisors, LLC held 853,104 SCHB 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 853,104 shares
    Change vs previous 13F +703,504 shares

    0.09% of the 13F portfolio, value $24,705,888.

    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 149,600 shares
    Change vs previous 13F -781 shares

    0.02% of the 13F portfolio, value $3,754,955.

    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 150,381 shares
    Change vs previous 13F +12,235 shares

    0.02% of the 13F portfolio, value $3,944,496.

    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 138,146 shares
    Change vs previous 13F +28,455 shares

    0.02% of the 13F portfolio, value $3,292,014.

    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 109,691 shares
    Change vs previous 13F -1,523 shares

    0.02% of the 13F portfolio, value $2,361,642.

    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 111,214 shares
    Change vs previous 13F +85,054 shares

    0.02% of the 13F portfolio, value $2,524,548.

    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 26,160 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,740,215.

    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).