EP Wealth Advisors, LLC's ownership history for SCHG

EP Wealth Advisors, LLC currently holds 714.0K shares with a market value of $23.3M. It started holding SCHG on 2024-09-30. At its peak, it held 736.8K shares on 2025-06-30. Its highest holding value was $23.3M on 2025-12-31. At its lowest, it held 84.1K shares on 2024-09-30, with a value of $8.8M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 345.7K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 629.9K.