Apriem Advisors Schwab Strategic Tr Us Large C Transaction History

Apriem Advisors

$849 Million
Q3 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 41,074 shares of SCHV stock, worth $1.08 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

41,074

Previous 40,494 1.43%

Holding current value

$1.08 Million

Previous $3 Million 10.07%

% of portfolio

0.39%

Previous 0.37%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

836

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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