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EP Wealth Advisors, LLC: SCHE position timeline

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

EP Wealth Advisors, LLC held 157,786 SCHE 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 157,786 shares
    Change vs previous 13F +11,448 shares

    0.02% of the 13F portfolio, value $5,721,337.

    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 146,338 shares
    Change vs previous 13F -12,604 shares

    0.02% of the 13F portfolio, value $4,821,830.

    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 158,942 shares
    Change vs previous 13F +63,848 shares

    0.03% of the 13F portfolio, value $5,205,360.

    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 95,094 shares
    Change vs previous 13F +1,213 shares

    0.02% of the 13F portfolio, value $2,866,124.

    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 93,881 shares
    Change vs previous 13F -1,068 shares

    0.02% of the 13F portfolio, value $2,588,291.

    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 94,949 shares
    Change vs previous 13F -2,640 shares

    0.02% of the 13F portfolio, value $2,528,491.

    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 97,589 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,847,645.

    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).