Apriem Advisors Schwab Strategic Tr Us Large C Transaction History

Apriem Advisors

$855 Million
Q4 2024

A detailed history of Apriem Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Apriem Advisors holds 126,897 shares of SCHV stock, worth $3.44 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

126,897

Previous 41,074 208.95%

Holding current value

$3.44 Million

Previous $3.3 Million 0.21%

% of portfolio

0.39%

Previous 0.39%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$25.79 - $80.4 $2.21 Million - $6.9 Million	85,823 Added 208.95%	126,897 $3.31 Million
Q3 2024 Nov 14, 2024	BUY	$73.43 - $80.37 $42,589 - $46,614	580 Added 1.43%	41,074 $3.3 Million
Q2 2024 Aug 14, 2024	SELL	$71.74 - $75.86 $1,434 - $1,517	-20 Reduced 0.05%	40,494 $3 Million
Q1 2024 May 15, 2024	SELL	$68.82 - $75.98 $71,572 - $79,019	-1,040 Reduced 2.5%	40,514 $3.08 Million
Q4 2023 Feb 14, 2024	SELL	$61.16 - $70.24 $52,903 - $60,757	-865 Reduced 2.04%	41,554 $2.91 Million
Q3 2023 Nov 13, 2023	SELL	$64.45 - $69.39 $123,744 - $133,228	-1,920 Reduced 4.33%	42,419 $2.73 Million
Q2 2023 Aug 08, 2023	SELL	$63.33 - $67.21 $151,042 - $160,295	-2,385 Reduced 5.1%	44,339 $2.97 Million
Q1 2023 May 12, 2023	SELL	$62.59 - $69.3 $45,064 - $49,896	-720 Reduced 1.52%	46,724 $3.06 Million
Q4 2022 Feb 13, 2023	SELL	$59.13 - $69.24 $5,913 - $6,923	-100 Reduced 0.21%	47,444 $3.13 Million
Q3 2022 Nov 14, 2022	SELL	$58.51 - $69.02 $28,962 - $34,164	-495 Reduced 1.03%	47,544 $2.78 Million
Q2 2022 Aug 08, 2022	SELL	$60.93 - $72.3 $138,311 - $164,121	-2,270 Reduced 4.51%	48,039 $3 Million
Q1 2022 May 10, 2022	BUY	$67.71 - $74.19 $231,568 - $253,729	3,420 Added 7.29%	50,309 $3.59 Million
Q4 2021 Feb 09, 2022	BUY	$67.9 - $73.3 $32,252 - $34,817	475 Added 1.02%	46,889 $3.43 Million
Q3 2021 Nov 12, 2021	BUY	$66.91 - $71.05 $168,613 - $179,046	2,520 Added 5.74%	46,414 $3.13 Million
Q2 2021 Aug 10, 2021	BUY	$65.81 - $69.75 $294,170 - $311,782	4,470 Added 11.34%	43,894 $3 Million
Q1 2021 May 10, 2021	BUY	$58.71 - $65.66 $1.34 Million - $1.5 Million	22,810 Added 137.29%	39,424 $2.57 Million
Q4 2020 Feb 04, 2021	SELL	$50.83 - $59.53 $862,330 - $1.01 Million	-16,965 Reduced 50.52%	16,614 $989,000
Q3 2020 Nov 10, 2020	BUY	$49.44 - $54.86 $22,989 - $25,509	465 Added 1.4%	33,579 $1.75 Million
Q2 2020 Aug 07, 2020	BUY	$42.21 - $55.29 $24,608 - $32,234	583 Added 1.79%	33,114 $1.66 Million
Q1 2020 May 07, 2020	SELL	$38.4 - $61.03 $61,977 - $98,502	-1,614 Reduced 4.73%	32,531 $1.44 Million
Q4 2019 Feb 10, 2020	BUY	$54.73 - $60.25 $31,469 - $34,643	575 Added 1.71%	34,145 $2.05 Million
Q3 2019 Nov 12, 2019	SELL	$56.56 - $57.5 $13,291 - $13,512	-235 Reduced 0.7%	33,570 $1.9 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-50 Reduced 0.15%	33,805 $1.9 Million
Q1 2019 May 15, 2019	BUY	N/A	3,096 Added 10.07%	33,855 $1.85 Million
Q4 2018 Feb 19, 2019	BUY	N/A	537 Added 1.78%	30,759 $1.52 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-430 Reduced 1.4%	30,222 $1.7 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-204,766 Reduced 86.98%	30,652 $1.63 Million
Q1 2018 May 11, 2018	SELL	N/A	-16,161 Reduced 6.42%	235,418 $12.4 Million
Q4 2017 Feb 14, 2018	BUY	N/A	23,637 Added 10.37%	251,579 $13.8 Million
Q3 2017 Nov 14, 2017	BUY	N/A	227,942	227,942 $11.8 Million

Others Institutions Holding SCHV

# of Institutions

864

Shares Held

279M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Apriem Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Apriem Advisors with notifications on news.

Account