EWA
EP Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Buy |
138,146
+28,455
| +26% | +$678K | 0.02% | 324 |
|
|
2025
Q1 | $2.36M | Sell |
109,691
-1,523
| -1% | -$32.8K | 0.02% | 337 |
|
|
2024
Q4 | $2.52M | Buy |
111,214
+85,054
| +325% | +$1.93M | 0.02% | 323 |
|
|
2024
Q3 | $1.74M | Buy |
26,160
+1,482
| +6% | +$98.6K | 0.02% | 383 |
|
|
2024
Q2 | $1.55M | Buy |
24,678
+3,803
| +18% | +$239K | 0.02% | 319 |
|
|
2024
Q1 | $1.27M | Sell |
20,875
-12,227
| -37% | -$746K | 0.01% | 338 |
|
|
2023
Q4 | $1.84M | Buy |
33,102
+13,019
| +65% | +$725K | 0.02% | 274 |
|
|
2023
Q3 | $1M | Sell |
20,083
-94,917
| -83% | -$4.73M | 0.02% | 328 |
|
|
2023
Q2 | $922K | Buy |
115,000
+56,298
| +96% | +$451K | 0.01% | 353 |
|
|
2023
Q1 | $2.46M | Buy |
58,702
+51,191
| +682% | +$2.15M | 0.04% | 213 |
|
|
2022
Q4 | $337K | Buy |
+7,511
| New | +$337K | 0.01% | 444 |
|
|
2022
Q3 | – | Sell |
-42,449
| Closed | -$1.88M | – | 575 |
|
|
2022
Q2 | $1.88M | Sell |
42,449
-4,091
| -9% | -$181K | 0.04% | 204 |
|
|
2022
Q1 | $2.49M | Buy |
46,540
+37,597
| +420% | +$2.01M | 0.05% | 180 |
|
|
2021
Q4 | $1.01M | Buy |
8,943
+132
| +1% | +$14.9K | 0.02% | 256 |
|
|
2021
Q3 | $915K | Buy |
8,811
+1,338
| +18% | +$139K | 0.03% | 253 |
|
|
2021
Q2 | $779K | Buy |
7,473
+12
| +0.2% | +$1.25K | 0.02% | 276 |
|
|
2021
Q1 | $722K | Sell |
7,461
-1,836
| -20% | -$178K | 0.02% | 267 |
|
|
2020
Q4 | $846K | Buy |
9,297
+4,879
| +110% | +$444K | 0.03% | 209 |
|
|
2020
Q3 | $352K | Sell |
4,418
-1,919
| -30% | -$153K | 0.02% | 272 |
|
|
2020
Q2 | $466K | Sell |
6,337
-17
| -0.3% | -$1.25K | 0.02% | 250 |
|
|
2020
Q1 | $384K | Buy |
+6,354
| New | +$384K | 0.02% | 282 |
|
|
2019
Q4 | – | Sell |
-3,241
| Closed | -$230K | – | 435 |
|
|
2019
Q3 | $230K | Buy |
+3,241
| New | +$230K | 0.01% | 320 |
|
|
2018
Q4 | – | Sell |
-4,564
| Closed | -$321K | – | 296 |
|
|
2018
Q3 | $321K | Buy |
+4,564
| New | +$321K | 0.03% | 215 |
|
|
2018
Q2 | – | Sell |
-12,235
| Closed | -$780K | – | 214 |
|
|
2018
Q1 | $780K | Buy |
+12,235
| New | +$780K | 0.08% | 109 |
|