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EP Wealth Advisors, LLC: SCHG position timeline

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

EP Wealth Advisors, LLC held 1,059,219 SCHG 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 1,059,219 shares
    Change vs previous 13F +350,997 shares

    0.14% of the 13F portfolio, value $35,843,985.

    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 708,222 shares
    Change vs previous 13F -5,778 shares

    0.1% of the 13F portfolio, value $20,630,515.

    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 714,000 shares
    Change vs previous 13F -22,753 shares

    0.12% of the 13F portfolio, value $23,290,676.

    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 736,753 shares
    Change vs previous 13F +368,495 shares

    0.14% of the 13F portfolio, value $21,520,567.

    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 368,258 shares
    Change vs previous 13F -40,186 shares

    0.07% of the 13F portfolio, value $9,221,172.

    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 408,444 shares
    Change vs previous 13F +324,301 shares

    0.09% of the 13F portfolio, value $11,383,322.

    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 84,143 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,766,044.

    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).