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EP Wealth Advisors, LLC: SCHF position timeline

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

EP Wealth Advisors, LLC held 846,536 SCHF 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 846,536 shares
    Change vs previous 13F +92,269 shares

    0.09% of the 13F portfolio, value $23,449,059.

    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 754,267 shares
    Change vs previous 13F -17,058 shares

    0.09% of the 13F portfolio, value $18,668,105.

    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 771,325 shares
    Change vs previous 13F +187,468 shares

    0.1% of the 13F portfolio, value $18,542,665.

    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 583,857 shares
    Change vs previous 13F +30,852 shares

    0.08% of the 13F portfolio, value $12,903,235.

    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 553,005 shares
    Change vs previous 13F -9,692 shares

    0.09% of the 13F portfolio, value $10,938,434.

    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 562,697 shares
    Change vs previous 13F +292,154 shares

    0.08% of the 13F portfolio, value $10,409,903.

    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 270,543 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,124,720.

    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).