SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q4 2025
Shares 64,514 Value ($000) $1,572 Avg Close — Range —
Q1 2024
Shares 2,548 Value ($000) $123 Avg Close — Range —
Q1 2023
Shares 16,321 Value ($000) $1,107 Avg Close — Range —
Q2 2022
Shares 5,434 Value ($000) $267 Avg Close — Range —
Q1 2022
Shares 14,139 Value ($000) $700 Avg Close — Range —
Q4 2016
Shares 17,932 Value ($000) $855 Avg Close — Range —
Q3 2016
Shares 6,579 Value ($000) $334 Avg Close — Range —
Q2 2016
Shares 4,393 Value ($000) $224 Avg Close — Range —
Q4 2015
Shares 13,410 Value ($000) $676 Avg Close — Range —