SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 71,609 Value ($000) $1,496 Avg Close — Range —
Q2 2025
Shares 6,671 Value ($000) $141 Avg Close — Range —
Q1 2025
Shares 10,966 Value ($000) $236 Avg Close — Range —
Q4 2024
Shares 8,898 Value ($000) $187 Avg Close — Range —
Q3 2024
Shares 8,947 Value ($000) $207 Avg Close — Range —
Q2 2024
Shares 6,725 Value ($000) $134 Avg Close — Range —
Q1 2024
Shares 7,177 Value ($000) $146 Avg Close — Range —
Q1 2023
Shares 74,090 Value ($000) $4,828 Avg Close — Range —
Q2 2022
Shares 7,866 Value ($000) $166 Avg Close — Range —
Q1 2022
Shares 9,327 Value ($000) $232 Avg Close — Range —