SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q1 2025
Shares 8,846 Value ($000) $220 Avg Close — Range —
Q3 2024
Shares 8,816 Value ($000) $446 Avg Close — Range —
Q2 2024
Shares 9,616 Value ($000) $469 Avg Close — Range —
Q1 2024
Shares 4,272 Value ($000) $210 Avg Close — Range —
Q3 2023
Shares 3,519 Value ($000) $169 Avg Close — Range —
Q1 2023
Shares 11,721 Value ($000) $628 Avg Close — Range —