A detailed history of Apriem Advisors transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Apriem Advisors holds 4,340 shares of SCHA stock, worth $113,751. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,340
Previous 4,320 0.46%
Holding current value
$113,751
Previous $204,000 9.31%
% of portfolio
0.03%
Previous 0.03%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$46.9 - $51.96 $938 - $1,039
20 Added 0.46%
4,340 $223,000
Q2 2024

Aug 14, 2024

SELL
$45.24 - $49.04 $10,812 - $11,720
-239 Reduced 5.24%
4,320 $204,000
Q1 2024

May 15, 2024

BUY
$44.84 - $49.24 $12,510 - $13,737
279 Added 6.52%
4,559 $224,000
Q4 2023

Feb 14, 2024

BUY
$38.13 - $48.02 $163,196 - $205,525
4,280 New
4,280 $202,000
Q3 2022

Nov 14, 2022

BUY
$37.65 - $45.9 $221,796 - $270,396
5,891 New
5,891 $223,000
Q2 2022

Aug 08, 2022

SELL
$37.88 - $48.01 $185,422 - $235,008
-4,895 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$44.42 - $51.73 $109,406 - $127,410
2,463 Added 101.27%
4,895 $232,000
Q4 2021

Feb 09, 2022

SELL
$48.64 - $55.07 $19,456 - $22,028
-400 Reduced 14.12%
2,432 $249,000
Q3 2021

Nov 12, 2021

BUY
$48.3 - $52.49 $12,316 - $13,384
255 Added 9.9%
2,832 $284,000
Q2 2021

Aug 10, 2021

SELL
$48.39 - $52.91 $8,226 - $8,994
-170 Reduced 6.19%
2,577 $269,000
Q1 2021

May 10, 2021

SELL
$43.89 - $52.63 $1,272 - $1,526
-29 Reduced 1.04%
2,747 $274,000
Q4 2020

Feb 04, 2021

SELL
$34.66 - $45.17 $12,200 - $15,899
-352 Reduced 11.25%
2,776 $247,000
Q3 2020

Nov 10, 2020

BUY
$32.09 - $36.38 $100,377 - $113,796
3,128 New
3,128 $214,000
Q2 2020

Aug 07, 2020

SELL
$23.59 - $35.22 $94,336 - $140,844
-3,999 Closed
0 $0
Q1 2020

May 07, 2020

BUY
$22.29 - $38.7 $1,114 - $1,935
50 Added 1.27%
3,999 $206,000
Q4 2019

Feb 10, 2020

BUY
$33.63 - $38.03 $3,968 - $4,487
118 Added 3.08%
3,949 $299,000
Q3 2019

Nov 12, 2019

SELL
$34.78 - $36.12 $7,269 - $7,549
-209 Reduced 5.17%
3,831 $267,000
Q2 2019

Aug 14, 2019

SELL
N/A
-130 Reduced 3.12%
4,040 $289,000
Q1 2019

May 15, 2019

SELL
N/A
-86 Reduced 2.02%
4,170 $292,000
Q4 2018

Feb 19, 2019

SELL
N/A
-300,638 Reduced 98.6%
4,256 $258,000
Q3 2018

Nov 14, 2018

BUY
N/A
77,054 Added 33.82%
304,894 $23.2 Million
Q2 2018

Aug 14, 2018

BUY
N/A
131,608 Added 136.76%
227,840 $16.8 Million
Q1 2018

May 11, 2018

BUY
N/A
92,258 Added 2321.54%
96,232 $6.65 Million
Q4 2017

Feb 14, 2018

SELL
N/A
-1,500 Reduced 27.4%
3,974 $277,000
Q3 2017

Nov 14, 2017

BUY
N/A
5,474
5,474 $369,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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