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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
483,058
Value
$44.6M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of SCHW by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026483,058$44.6M0.2%+48,483+11.2%AddedHolders
Q1 2026434,575$40.8M0.2%+128,528+42.0%AddedHolders
Q4 2025306,047$30.6M0.2%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202539,425$3.60M<0.1%+1,101+2.9%AddedHolders
Q1 202538,324$3.00M<0.1%−240−0.6%ReducedHolders
Q4 202438,564$2.85M<0.1%+11,888+44.6%AddedHolders
Q3 202426,676$1.73M<0.1%−920−3.3%ReducedHolders
Q2 202427,596$2.03M<0.1%+92+0.3%AddedHolders
Q1 202427,504$1.99M<0.1%−2,547−8.5%ReducedHolders
Q4 202330,051$2.07M<0.1%+2,130+7.6%AddedHolders
Q3 202327,921$1.53M<0.1%+3,787+15.7%AddedHolders
Q2 202324,134$1.57M<0.1%−23,804−49.7%ReducedHolders
Q1 202347,938$3.14M0.1%+21,589+81.9%AddedHolders
Q4 202226,349$2.19M<0.1%+1,300+5.2%AddedHolders
Q3 202225,049$1.80M<0.1%−3,549−12.4%ReducedHolders
Q2 202228,598$1.81M<0.1%+10,691+59.7%AddedHolders
Q1 202217,907$1.51M<0.1%+3,187+21.7%AddedHolders
Q4 202114,720$1.24M<0.1%+1,201+8.9%AddedHolders
Q3 202113,519$985.0K<0.1%−860−6.0%ReducedHolders
Q2 202114,379$1.05M<0.1%+50+0.3%AddedHolders
Q1 202114,329$934.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.