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EP Wealth Advisors, LLC: SCHD position timeline

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

EP Wealth Advisors, LLC held 550,939 SCHD 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 550,939 shares
    Change vs previous 13F +60,830 shares

    0.07% of the 13F portfolio, value $17,470,272.

    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 490,109 shares
    Change vs previous 13F +57,014 shares

    0.07% of the 13F portfolio, value $15,036,542.

    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 433,095 shares
    Change vs previous 13F -62,176 shares

    0.06% of the 13F portfolio, value $11,879,786.

    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 495,271 shares
    Change vs previous 13F +306,177 shares

    0.09% of the 13F portfolio, value $13,124,686.

    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 189,094 shares
    Change vs previous 13F -7,044 shares

    0.04% of the 13F portfolio, value $5,287,074.

    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 196,138 shares
    Change vs previous 13F +133,062 shares

    0.04% of the 13F portfolio, value $5,358,501.

    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 63,076 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,331,838.

    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).