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EP Wealth Advisors, LLC: SCHX position timeline

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

EP Wealth Advisors, LLC held 3,142,065 SCHX 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 3,142,065 shares
    Change vs previous 13F -42,772 shares

    0.35% of the 13F portfolio, value $92,470,966.

    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 3,184,837 shares
    Change vs previous 13F -31,889 shares

    0.4% of the 13F portfolio, value $81,659,223.

    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 3,216,726 shares
    Change vs previous 13F +74,254 shares

    0.45% of the 13F portfolio, value $86,562,092.

    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 3,142,472 shares
    Change vs previous 13F +2,850,436 shares

    0.5% of the 13F portfolio, value $76,802,008.

    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 292,036 shares
    Change vs previous 13F +1,078 shares

    0.05% of the 13F portfolio, value $6,448,148.

    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 290,958 shares
    Change vs previous 13F +196,995 shares

    0.06% of the 13F portfolio, value $6,744,415.

    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 93,963 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,375,408.

    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).