EWA
SCHB icon

EP Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

EP Wealth Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.7M Buy
853,104
+703,504
+470% +$19.7M 0.09% 152
2026
Q1 		$3.75M Sell
149,600
-781
-0.5% -$20.5K 0.02% 359
2025
Q4 		$3.94M Buy
+150,381
New +$3.91M 0.02% 320
2025
Q2 		$3.29M Buy
138,146
+28,455
+26% +$627K 0.02% 324
2025
Q1 		$2.36M Sell
109,691
-1,523
-1% -$34.6K 0.02% 337
2024
Q4 		$2.52M Buy
111,214
+32,734
+42% +$748K 0.02% 323
2024
Q3 		$1.74M Buy
78,480
+4,446
+6% +$94.9K 0.02% 383
2024
Q2 		$1.55M Buy
74,034
+11,409
+18% +$231K 0.02% 319
2024
Q1 		$1.27M Sell
62,625
-36,681
-37% -$710K 0.01% 338
2023
Q4 		$1.84M Buy
99,306
+39,057
+65% +$675K 0.02% 274
2023
Q3 		$1M Sell
60,249
-284,751
-83% -$4.93M 0.02% 328
2023
Q2 		$922K Buy
345,000
+168,894
+96% +$2.75M 0.01% 353
2023
Q1 		$2.46M Buy
176,106
+153,573
+682% +$2.4M 0.04% 213
2022
Q4 		$337K Buy
+22,533
New +$339K 0.01% 444
2022
Q3 		– Sell
-127,347
Closed -$1.88M – 575
2022
Q2 		$1.88M Sell
127,347
-12,273
-9% -$197K 0.04% 204
2022
Q1 		$2.48M Buy
139,620
+85,962
+160% +$1.51M 0.05% 180
2021
Q4 		$1.01M Buy
53,658
+792
+1% +$14.6K 0.02% 256
2021
Q3 		$915K Buy
52,866
+8,028
+18% +$143K 0.03% 253
2021
Q2 		$779K Buy
44,838
+72
+0.2% +$1.22K 0.02% 276
2021
Q1 		$722K Sell
44,766
-11,016
-20% -$174K 0.02% 267
2020
Q4 		$846K Buy
55,782
+29,274
+110% +$417K 0.03% 209
2020
Q3 		$352K Sell
26,508
-11,514
-30% -$151K 0.02% 272
2020
Q2 		$466K Sell
38,022
-102
-0.3% -$1.18K 0.02% 250
2020
Q1 		$384K Buy
+38,124
New +$461K 0.02% 282
2019
Q4 		– Sell
-19,446
Closed -$230K – 435
2019
Q3 		$230K Buy
+19,446
New +$230K 0.01% 320
2018
Q4 		– Sell
-27,384
Closed -$321K – 296
2018
Q3 		$321K Buy
+27,384
New +$316K 0.03% 215
2018
Q2 		– Sell
-73,410
Closed -$780K – 214
2018
Q1 		$780K Buy
+73,410
New +$807K 0.08% 109

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

EP Wealth Advisors's SCHB Position: Q2 2026 in Review

EP Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 470% in Q2 2026, buying an estimated $19.7M and bringing the position to 853,104 shares worth $24.7M. The position accounts for 0.09% of the portfolio, ranked #152.

EP Wealth Advisors first reported a position in SCHB in Q1 2018 and has held it in 27 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • EP Wealth Advisors held 853,104 shares of Schwab US Broad Market ETF worth $24.7M as of Q2 2026.
  • EP Wealth Advisors bought 703,504 Schwab US Broad Market ETF shares in Q2 2026, an estimated $19.7M.
  • Schwab US Broad Market ETF made up 0.09% of EP Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • EP Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q1 2018 and has held it in 27 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.