EP Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

EP Wealth Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$92.5M	Sell	3,142,065 -42,772	-1%	-$1.22M	0.35%	43
2026 Q1	$81.7M	Sell	3,184,837 -31,889	-1%	-$855K	0.4%	37
2025 Q4	$86.6M	Buy	+3,216,726	New	+$85.9M	0.45%	36
2025 Q2	$76.8M	Buy	3,142,472 +2,850,436	+976%	+$64.4M	0.5%	38
2025 Q1	$6.45M	Buy	292,036 +1,078	+0.4%	+$25.1K	0.05%	193
2024 Q4	$6.74M	Buy	290,958 +9,069	+3%	+$211K	0.06%	184
2024 Q3	$6.38M	Sell	281,889 -6,729	-2%	-$147K	0.05%	195
2024 Q2	$6.18M	Buy	288,618 +29,016	+11%	+$600K	0.07%	164
2024 Q1	$5.37M	Sell	259,602 -1,665	-0.6%	-$32.8K	0.06%	165
2023 Q4	$4.91M	Buy	261,267 +5,430	+2%	+$95.4K	0.06%	163
2023 Q3	$4.32M	Buy	255,837 +237,294	+1,280%	+$4.16M	0.07%	164
2023 Q2	$4.55M	Sell	18,543 -65,175	-78%	-$1.08M	0.07%	158
2023 Q1	$1.46M	Sell	83,718 -147,303	-64%	-$2.32M	0.03%	256
2022 Q4	$3.48M	Buy	+231,021	New	+$3.5M	0.06%	160
2022 Q2	–	Sell	-229,566	Closed	-$4.12M	–	688
2022 Q1	$4.12M	Buy	229,566 +85,560	+59%	+$1.51M	0.09%	129
2021 Q4	$2.73M	Buy	144,006 +23,316	+19%	+$431K	0.06%	155
2021 Q3	$2.09M	Buy	120,690 +306	+0.3%	+$5.46K	0.06%	160
2021 Q2	$2.09M	Sell	120,384 -11,946	-9%	-$202K	0.06%	173
2021 Q1	$2.12M	Buy	132,330 +23,694	+22%	+$371K	0.07%	163
2020 Q4	$1.65M	Buy	108,636 +5,526	+5%	+$79.1K	0.06%	142
2020 Q3	$1.39M	Sell	103,110 -13,410	-12%	-$178K	0.06%	142
2020 Q2	$1.44M	Sell	116,520 -420	-0.4%	-$4.89K	0.06%	144
2020 Q1	$1.19M	Sell	116,940 -120	-0.1%	-$1.46K	0.06%	153
2019 Q4	$1.5M	Sell	117,060 -7,764	-6%	-$95.2K	0.06%	150
2019 Q3	$1.48M	Sell	124,824 -12,930	-9%	-$152K	0.07%	121
2019 Q2	$1.61M	Buy	137,754 +29,346	+27%	+$337K	0.1%	93
2019 Q1	$1.22M	Buy	108,408 +6,744	+7%	+$73.1K	0.12%	103
2018 Q4	$1.01M	Buy	101,664 +26,382	+35%	+$283K	0.08%	123
2018 Q3	$873K	Sell	75,282 -11,274	-13%	-$128K	0.07%	128
2018 Q2	$938K	Buy	86,556 +9,492	+12%	+$102K	0.09%	88
2018 Q1	$810K	Sell	77,064 -699,402	-90%	-$7.61M	0.08%	108
2017 Q4	$919K	Buy	776,466 +688,614	+784%	+$7.13M	0.1%	82
2017 Q3	$879K	Buy	87,852 +11,790	+16%	+$116K	0.1%	84
2017 Q2	$732K	Sell	76,062 -42,204	-36%	-$403K	0.09%	88
2017 Q1	$1.11M	Buy	118,266 +41,070	+53%	+$380K	0.15%	58
2016 Q4	$656K	Buy	77,196 +19,392	+34%	+$168K	0.1%	71
2016 Q3	$497K	Buy	57,804 +528	+0.9%	+$4.53K	0.08%	82
2016 Q2	$475K	Sell	57,276 -8,310	-13%	-$68.3K	0.08%	82
2016 Q1	$534K	Sell	65,586 -221,904	-77%	-$1.71M	0.08%	75
2015 Q4	$2.33M	Buy	287,490 +160,200	+126%	+$1.31M	0.39%	50
2015 Q3	$971K	Buy	127,290 +79,020	+164%	+$639K	0.19%	60
2015 Q2	$397K	Buy	48,270 +12,060	+33%	+$101K	0.07%	79
2015 Q1	$299K	Sell	36,210 -11,700	-24%	-$96.3K	0.06%	100
2014 Q4	$392K	Buy	+47,910	New	+$383K	0.06%	94
2014 Q1	–	Sell	-33,600	Closed	-$247K	–	132
2013 Q4	$247K	Hold	33,600	–	–	0.06%	104
2013 Q3	$225K	Buy	+33,600	New	+$224K	0.07%	94

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

EP Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.3% in Q2 2026, selling an estimated $1.22M and leaving 3,142,065 shares worth $92.5M. The position accounts for 0.35% of the portfolio, ranked #43.

EP Wealth Advisors first reported a position in SCHX in Q3 2013 and has held it in 46 quarters since. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

EP Wealth Advisors held 3,142,065 shares of Schwab US Large- Cap ETF worth $92.5M as of Q2 2026.
EP Wealth Advisors sold 42,772 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.22M.
Schwab US Large- Cap ETF made up 0.35% of EP Wealth Advisors's portfolio in Q2 2026, its #43 holding.
EP Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2013 and has held it in 46 quarters since.
1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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