EP Wealth Advisors, LLC's ownership history for SCHV

EP Wealth Advisors, LLC currently holds 186.2K shares with a market value of $5.5M. It started holding SCHV on 2024-09-30. At its peak, it held 248.5K shares on 2025-06-30. Its highest holding value was $6.9M on 2025-06-30. At its lowest, it held 52.1K shares on 2024-09-30, with a value of $3.8M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 44.3K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 134.2K.