Apriem Advisors Schwab Charles Corp Transaction History

Apriem Advisors

$915 Million
Q2 2025

A detailed history of Apriem Advisors transactions in Schwab Charles Corp stock. As of the latest transaction made, Apriem Advisors holds 8,338 shares of SCHW stock, worth $790,775. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,338

Previous 8,131 2.55%

Holding current value

$790,775

Previous $636,000 19.5%

% of portfolio

0.08%

Previous 0.08%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$69.06 - $91.24 $14,295 - $18,886	207 Added 2.55%	8,338 $760,000
Q1 2025 May 15, 2025	BUY	$71.24 - $83.64 $14,390 - $16,895	202 Added 2.55%	8,131 $636,000
Q4 2024 Feb 04, 2025	BUY	$63.31 - $82.85 $13,358 - $17,481	211 Added 2.73%	7,929 $586,000
Q3 2024 Nov 14, 2024	SELL	$61.74 - $76.08 $18,398 - $22,671	-298 Reduced 3.72%	7,718 $500,000
Q2 2024 Aug 14, 2024	SELL	$70.03 - $78.9 $10,154 - $11,440	-145 Reduced 1.78%	8,016 $590,000
Q1 2024 May 15, 2024	BUY	$61.89 - $72.38 $8,045 - $9,409	130 Added 1.62%	8,161 $590,000
Q4 2023 Feb 14, 2024	BUY	$49.33 - $70.98 $7,251 - $10,434	147 Added 1.86%	8,031 $552,000
Q3 2023 Nov 13, 2023	SELL	$54.2 - $67.94 $23,848 - $29,893	-440 Reduced 5.29%	7,884 $432,000
Q2 2023 Aug 08, 2023	SELL	$47.37 - $57.14 $14,116 - $17,027	-298 Reduced 3.46%	8,324 $471,000
Q1 2023 May 12, 2023	SELL	$51.91 - $85.6 $32,651 - $53,842	-629 Reduced 6.8%	8,622 $451,000
Q4 2022 Feb 13, 2023	SELL	$67.43 - $83.26 $2,360 - $2,914	-35 Reduced 0.38%	9,251 $770,000
Q3 2022 Nov 14, 2022	SELL	$21.16 - $74.92 $11,638 - $41,206	-550 Reduced 5.59%	9,286 $667,000
Q1 2022 May 10, 2022	SELL	$75.69 - $95.53 $85,681 - $108,139	-1,132 Reduced 10.32%	9,836 $829,000
Q4 2021 Feb 09, 2022	SELL	$73.23 - $85.82 $14,646 - $17,164	-200 Reduced 1.79%	10,968 $922,000
Q3 2021 Nov 12, 2021	SELL	$66.68 - $77.38 $4,267 - $4,952	-64 Reduced 0.57%	11,168 $813,000
Q2 2021 Aug 10, 2021	SELL	$63.69 - $76.01 $22,291 - $26,603	-350 Reduced 3.02%	11,232 $818,000
Q1 2021 May 10, 2021	SELL	$51.54 - $67.65 $62,672 - $82,262	-1,216 Reduced 9.5%	11,582 $755,000
Q4 2020 Feb 04, 2021	SELL	$36.75 - $53.04 $19,624 - $28,323	-534 Reduced 4.01%	12,798 $679,000
Q3 2020 Nov 10, 2020	BUY	$33.02 - $36.28 $42,265 - $46,438	1,280 Added 10.62%	13,332 $483,000
Q2 2020 Aug 07, 2020	BUY	$31.75 - $42.82 $19,526 - $26,334	615 Added 5.38%	12,052 $407,000
Q1 2020 May 07, 2020	BUY	$28.43 - $49.0 $19,758 - $34,055	695 Added 6.47%	11,437 $385,000
Q3 2019 Nov 12, 2019	BUY	$36.12 - $44.28 $130,031 - $159,408	3,600 Added 50.41%	10,742 $449,000
Q2 2019 Aug 14, 2019	SELL	$39.15 - $46.26 $20,436 - $24,147	-522 Reduced 6.81%	7,142 $287,000
Q1 2019 May 15, 2019	BUY	$40.72 - $47.98 $312,078 - $367,718	7,664 New	7,664 $328,000
Q3 2018 Nov 14, 2018	SELL	$49.15 - $54.22 $9,682 - $10,681	-197 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$50.11 - $59.59 $9,871 - $11,739	197 New	197 $10,000

Others Institutions Holding SCHW

# of Institutions

2,488

Shares Held

1.46B

Call Options Held

19.2M

Put Options Held

17.7M

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $172B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

More about SCHW

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