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EP Wealth Advisors, LLC: SCHC position timeline

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

EP Wealth Advisors, LLC held 174,538 SCHC 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 174,538 shares
    Change vs previous 13F +1,363 shares

    0.03% of the 13F portfolio, value $8,398,776.

    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 173,175 shares
    Change vs previous 13F +150,038 shares

    0.04% of the 13F portfolio, value $8,094,189.

    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 23,137 shares
    Change vs previous 13F +19,628 shares

    0.01% of the 13F portfolio, value $1,053,407.

    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 3,509 shares
    Change vs previous 13F -1,218 shares

    <0.01% of the 13F portfolio, value $149,448.

    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 4,727 shares
    Change vs previous 13F -276 shares

    <0.01% of the 13F portfolio, value $169,605.

    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 5,003 shares
    Change vs previous 13F -2,055 shares

    <0.01% of the 13F portfolio, value $171,753.

    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 7,058 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,944.

    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).