SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

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

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

Q4 2025
Shares 23,137 Value ($000) $1,053 Avg Close — Range —
Q2 2025
Shares 3,509 Value ($000) $149 Avg Close — Range —
Q1 2025
Shares 4,727 Value ($000) $170 Avg Close — Range —
Q4 2024
Shares 5,003 Value ($000) $172 Avg Close — Range —
Q3 2024
Shares 7,058 Value ($000) $272 Avg Close — Range —
Q1 2024
Shares 3,513 Value ($000) $126 Avg Close — Range —
Q2 2022
Shares 7,954 Value ($000) $248 Avg Close — Range —
Q1 2022
Shares 14,868 Value ($000) $565 Avg Close — Range —
Q4 2021
Shares 11,664 Value ($000) $477 Avg Close — Range —
Q3 2021
Shares 8,080 Value ($000) $335 Avg Close — Range —
Q2 2021
Shares 7,287 Value ($000) $303 Avg Close — Range —
Q1 2021
Shares 9,032 Value ($000) $356 Avg Close — Range —
Q4 2020
Shares 6,600 Value ($000) $248 Avg Close — Range —
Q3 2020
Shares 6,828 Value ($000) $222 Avg Close — Range —