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EP Wealth Advisors, LLC: SCHV position timeline

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

EP Wealth Advisors, LLC held 572,184 SCHV 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 572,184 shares
    Change vs previous 13F +367,618 shares

    0.08% of the 13F portfolio, value $19,917,726.

    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 204,566 shares
    Change vs previous 13F +18,347 shares

    0.03% of the 13F portfolio, value $6,239,272.

    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 186,219 shares
    Change vs previous 13F -62,284 shares

    0.03% of the 13F portfolio, value $5,513,957.

    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 248,503 shares
    Change vs previous 13F +106,603 shares

    0.05% of the 13F portfolio, value $6,876,064.

    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 141,900 shares
    Change vs previous 13F -7,024 shares

    0.03% of the 13F portfolio, value $3,771,712.

    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 148,924 shares
    Change vs previous 13F +96,869 shares

    0.03% of the 13F portfolio, value $3,882,437.

    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 52,055 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,183,632.

    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).