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 5,876,244 shares of SCHX stock, worth $140 Million. This represents 15.94% of its overall portfolio holdings.

Number of Shares

5,876,244

Previous 1,946,472 201.89%

Holding current value

$140 Million

Previous $132 Million 3.14%

% of portfolio

15.94%

Previous 15.56%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$22.4 - $68.28 $88 Million - $268 Million	3,929,772 Added 201.89%	5,876,244 $136 Million
Q3 2024 Nov 14, 2024	SELL	$61.11 - $67.85 $3.51 Million - $3.89 Million	-57,390 Reduced 2.86%	1,946,472 $132 Million
Q2 2024 Aug 14, 2024	SELL	$58.7 - $64.78 $2.6 Million - $2.87 Million	-44,278 Reduced 2.16%	2,003,862 $129 Million
Q1 2024 May 15, 2024	BUY	$55.41 - $62.08 $7.07 Million - $7.92 Million	127,569 Added 6.64%	2,048,140 $127 Million
Q4 2023 Feb 14, 2024	BUY	$48.47 - $56.6 $7.02 Million - $8.2 Million	144,798 Added 8.15%	1,920,571 $108 Million
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $3.04 Million - $3.27 Million	60,318 Added 3.52%	1,775,773 $89.9 Million
Q2 2023 Aug 08, 2023	BUY	$47.67 - $52.37 $6.31 Million - $6.93 Million	132,322 Added 8.36%	1,715,455 $89.8 Million
Q1 2023 May 12, 2023	SELL	$44.78 - $49.41 $2.8 Million - $3.09 Million	-62,489 Reduced 3.8%	1,583,133 $76.6 Million
Q4 2022 Feb 13, 2023	BUY	$42.25 - $48.16 $12.7 Million - $14.5 Million	301,129 Added 22.4%	1,645,622 $74.3 Million
Q3 2022 Nov 14, 2022	SELL	$42.35 - $51.01 $2.16 Million - $2.6 Million	-50,972 Reduced 3.65%	1,344,493 $56.9 Million
Q2 2022 Aug 08, 2022	SELL	$43.35 - $54.51 $4.44 Million - $5.58 Million	-102,328 Reduced 6.83%	1,395,465 $62.3 Million
Q1 2022 May 10, 2022	BUY	$49.51 - $57.27 $31.6 Million - $36.5 Million	637,846 Added 74.17%	1,497,793 $80.7 Million
Q4 2021 Feb 09, 2022	BUY	$51.9 - $57.29 $218,499 - $241,190	4,210 Added 0.49%	859,947 $97.9 Million
Q3 2021 Nov 12, 2021	BUY	$51.52 - $54.94 $7.4 Million - $7.89 Million	143,558 Added 20.16%	855,737 $89 Million
Q2 2021 Aug 10, 2021	BUY	$48.62 - $52.01 $2.53 Million - $2.71 Million	52,067 Added 7.89%	712,179 $74 Million
Q1 2021 May 10, 2021	SELL	$44.9 - $48.34 $1.66 Million - $1.79 Million	-37,010 Reduced 5.31%	660,112 $63.4 Million
Q4 2020 Feb 04, 2021	SELL	$39.35 - $45.48 $1.47 Million - $1.7 Million	-37,456 Reduced 5.1%	697,122 $63.4 Million
Q3 2020 Nov 10, 2020	BUY	$37.26 - $43.03 $5.06 Million - $5.85 Million	135,930 Added 22.71%	734,578 $59.2 Million
Q2 2020 Aug 07, 2020	SELL	$29.25 - $38.76 $1.58 Million - $2.09 Million	-54,026 Reduced 8.28%	598,648 $44.4 Million
Q1 2020 May 07, 2020	SELL	$26.61 - $40.52 $19.9 Million - $30.4 Million	-749,230 Reduced 53.44%	652,674 $40 Million
Q4 2019 Feb 10, 2020	SELL	$34.42 - $38.54 $39,892 - $44,667	-1,159 Reduced 0.08%	1,401,904 $108 Million
Q3 2019 Nov 12, 2019	BUY	$35.28 - $36.01 $47.7 Million - $48.7 Million	1,353,119 Added 2709.27%	1,403,063 $99.5 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-1,051,547 Reduced 95.47%	49,944 $3.51 Million
Q1 2019 May 15, 2019	BUY	N/A	240,644 Added 27.95%	1,101,491 $74.5 Million
Q4 2018 Feb 19, 2019	SELL	N/A	-373,713 Reduced 30.27%	860,847 $51.4 Million
Q3 2018 Nov 14, 2018	BUY	N/A	163,719 Added 15.29%	1,234,560 $85.9 Million
Q2 2018 Aug 14, 2018	BUY	N/A	45,419 Added 4.43%	1,070,841 $69.6 Million
Q1 2018 May 11, 2018	SELL	N/A	-14,568 Reduced 1.4%	1,025,422 $64.7 Million
Q4 2017 Feb 14, 2018	BUY	N/A	56,907 Added 5.79%	1,039,990 $66.3 Million
Q3 2017 Nov 14, 2017	BUY	N/A	983,083	983,083 $59 Million

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

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