Apriem Advisors Schwab Strategic Tr Us Large C Transaction History

Apriem Advisors

$836 Million
Q1 2025

A detailed history of Apriem Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Apriem Advisors holds 76,199 shares of SCHG stock, worth $2.1 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

76,199

Previous 39,346 93.66%

Holding current value

$2.1 Million

Previous $1.1 Million 74.09%

% of portfolio

0.23%

Previous 0.13%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$24.91 - $29.02 $918,008 - $1.07 Million	36,853 Added 93.66%	76,199 $1.91 Million
Q4 2024 Feb 04, 2025	BUY	$25.93 - $105.3 $759,930 - $3.09 Million	29,307 Added 291.93%	39,346 $1.1 Million
Q3 2024 Nov 14, 2024	SELL	$92.63 - $105.69 $22,138 - $25,259	-239 Reduced 2.33%	10,039 $1.05 Million
Q4 2023 Feb 14, 2024	SELL	$70.08 - $83.37 $1,401 - $1,667	-20 Reduced 0.19%	10,278 $852,000
Q3 2023 Nov 13, 2023	BUY	$71.99 - $78.02 $134,621 - $145,897	1,870 Added 22.19%	10,298 $748,000
Q2 2023 Aug 08, 2023	BUY	$63.6 - $74.95 $157,092 - $185,126	2,470 Added 41.46%	8,428 $631,000
Q1 2023 May 12, 2023	BUY	$54.19 - $65.17 $18,153 - $21,831	335 Added 5.96%	5,958 $388,000
Q4 2022 Feb 13, 2023	SELL	$54.31 - $60.76 $21,941 - $24,547	-404 Reduced 6.7%	5,623 $312,000
Q3 2022 Nov 14, 2022	SELL	$55.81 - $69.25 $8,985 - $11,149	-161 Reduced 2.6%	6,027 $336,000
Q2 2022 Aug 08, 2022	SELL	$55.73 - $76.55 $28,700 - $39,423	-515 Reduced 7.68%	6,188 $359,000
Q1 2022 May 10, 2022	BUY	$65.63 - $82.62 $211,722 - $266,532	3,226 Added 92.78%	6,703 $502,000
Q4 2021 Feb 09, 2022	SELL	$73.11 - $83.4 $12,428 - $14,178	-170 Reduced 4.66%	3,477 $569,000
Q3 2021 Nov 12, 2021	BUY	$73.24 - $78.94 $6,591 - $7,104	90 Added 2.53%	3,647 $540,000
Q2 2021 Aug 10, 2021	SELL	$65.3 - $73.24 $4,244 - $4,760	-65 Reduced 1.79%	3,557 $519,000
Q1 2021 May 10, 2021	SELL	$61.41 - $68.35 $35,617 - $39,643	-580 Reduced 13.8%	3,622 $470,000
Q4 2020 Feb 04, 2021	SELL	$55.95 - $64.38 $10,126 - $11,652	-181 Reduced 4.13%	4,202 $540,000
Q3 2020 Nov 10, 2020	SELL	$51.42 - $61.56 $61,652 - $73,810	-1,199 Reduced 21.48%	4,383 $505,000
Q2 2020 Aug 07, 2020	BUY	$37.99 - $51.32 $2,203 - $2,976	58 Added 1.05%	5,582 $567,000
Q1 2020 May 07, 2020	SELL	$34.6 - $51.17 $31,001 - $45,848	-896 Reduced 13.96%	5,524 $440,000
Q4 2019 Feb 10, 2020	SELL	$40.97 - $46.72 $1,597 - $1,822	-39 Reduced 0.6%	6,420 $596,000
Q3 2019 Nov 12, 2019	SELL	$41.7 - $42.86 $44,827 - $46,074	-1,075 Reduced 14.27%	6,459 $543,000
Q2 2019 Aug 14, 2019	SELL	N/A	-3,969 Reduced 34.5%	7,534 $627,000
Q1 2019 May 15, 2019	SELL	N/A	-134 Reduced 1.15%	11,503 $914,000
Q4 2018 Feb 19, 2019	SELL	N/A	-230,724 Reduced 95.2%	11,637 $802,000
Q3 2018 Nov 14, 2018	BUY	N/A	23,599 Added 10.79%	242,361 $19.9 Million
Q2 2018 Aug 14, 2018	BUY	N/A	18,771 Added 9.39%	218,762 $16.6 Million
Q1 2018 May 11, 2018	BUY	N/A	5,732 Added 2.95%	199,991 $14.3 Million
Q4 2017 Feb 14, 2018	BUY	N/A	11,535 Added 6.31%	194,259 $13.7 Million
Q3 2017 Nov 14, 2017	BUY	N/A	182,724	182,724 $12.1 Million

Others Institutions Holding SCHG

# of Institutions

1,499

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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