Apriem Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $205K | Sell |
7,060
-200
| -3% | -$6K | 0.02% | 179 |
|
|
2025
Q4 | $207K | Sell |
7,260
-25
| -0.3% | -$706 | 0.02% | 184 |
|
|
2025
Q3 | $203K | Buy |
+7,285
| New | +$195K | 0.02% | 190 |
|
|
2025
Q2 | – | Sell |
-8,680
| Closed | -$203K | – | 193 |
|
|
2025
Q1 | $203K | Hold |
8,680
| – | – | 0.02% | 178 |
|
|
2024
Q4 | $224K | Hold |
8,680
| – | – | 0.03% | 171 |
|
|
2024
Q3 | $224K | Buy |
8,680
+40
| +0.5% | +$993 | 0.03% | 163 |
|
|
2024
Q2 | $205K | Sell |
8,640
-478
| -5% | -$11.3K | 0.03% | 165 |
|
|
2024
Q1 | $224K | Buy |
9,118
+558
| +7% | +$13.1K | 0.03% | 158 |
|
|
2023
Q4 | $202K | Buy |
+8,560
| New | +$180K | 0.03% | 145 |
|
|
2022
Q4 | – | Sell |
-11,782
| Closed | -$223K | – | 153 |
|
|
2022
Q3 | $223K | Buy |
+11,782
| New | +$246K | 0.04% | 123 |
|
|
2022
Q2 | – | Sell |
-9,790
| Closed | -$232K | – | 152 |
|
|
2022
Q1 | $232K | Buy |
9,790
+62
| +0.6% | +$1.46K | 0.03% | 130 |
|
|
2021
Q4 | $249K | Sell |
9,728
-1,600
| -14% | -$41.4K | 0.04% | 129 |
|
|
2021
Q3 | $284K | Buy |
11,328
+1,020
| +10% | +$25.9K | 0.04% | 123 |
|
|
2021
Q2 | $269K | Sell |
10,308
-680
| -6% | -$17.4K | 0.04% | 130 |
|
|
2021
Q1 | $274K | Sell |
10,988
-116
| -1% | -$2.85K | 0.04% | 124 |
|
|
2020
Q4 | $247K | Sell |
11,104
-1,408
| -11% | -$28K | 0.04% | 115 |
|
|
2020
Q3 | $214K | Buy |
+12,512
| New | +$215K | 0.04% | 115 |
|
|
2020
Q2 | – | Sell |
-15,996
| Closed | -$206K | – | 124 |
|
|
2020
Q1 | $206K | Buy |
15,996
+200
| +1% | +$3.4K | 0.05% | 102 |
|
|
2019
Q4 | $299K | Buy |
15,796
+472
| +3% | +$8.54K | 0.06% | 100 |
|
|
2019
Q3 | $267K | Sell |
15,324
-836
| -5% | -$14.8K | 0.06% | 103 |
|
|
2019
Q2 | $289K | Sell |
16,160
-520
| -3% | -$9.2K | 0.09% | 104 |
|
|
2019
Q1 | $292K | Sell |
16,680
-344
| -2% | -$5.89K | 0.08% | 101 |
|
|
2018
Q4 | $258K | Sell |
17,024
-1,202,552
| -99% | -$20.3M | 0.09% | 100 |
|
|
2018
Q3 | $23.2M | Buy |
1,219,576
+308,216
| +34% | +$5.88M | 5.08% | 3 |
|
|
2018
Q2 | $16.8M | Buy |
911,360
+526,432
| +137% | +$9.53M | 3.77% | 4 |
|
|
2018
Q1 | $6.65M | Buy |
384,928
+369,032
| +2,322% | +$6.51M | 1.62% | 16 |
|
|
2017
Q4 | $277K | Sell |
15,896
-6,000
| -27% | -$103K | 0.07% | 107 |
|
|
2017
Q3 | $369K | Sell |
21,896
-430,484
| -95% | -$6.92M | 0.09% | 91 |
|
|
2017
Q2 | $7.23M | Sell |
452,380
-253,960
| -36% | -$4.01M | 1.92% | 13 |
|
|
2017
Q1 | $11.1M | Buy |
706,340
+436,388
| +162% | +$6.83M | 3.02% | 7 |
|
|
2016
Q4 | $4.15M | Buy |
269,952
+258,700
| +2,299% | +$3.8M | 1.23% | 26 |
|
|
2016
Q3 | $162K | Sell |
11,252
-6,428
| -36% | -$91.2K | 0.05% | 128 |
|
|
2016
Q2 | $239K | Buy |
17,680
+12,208
| +223% | +$162K | 0.08% | 105 |
|
|
2016
Q1 | $71K | Sell |
5,472
-13,596
| -71% | -$165K | 0.03% | 165 |
|
|
2015
Q4 | $248K | Buy |
19,068
+2,100
| +12% | +$28K | 0.09% | 84 |
|
|
2015
Q3 | $215K | Sell |
16,968
-282,576
| -94% | -$3.89M | 0.08% | 88 |
|
|
2015
Q2 | $4.3M | Buy |
299,544
+51,104
| +21% | +$741K | 1.48% | 22 |
|
|
2015
Q1 | $3.58M | Buy |
248,440
+82,592
| +50% | +$1.15M | 1.24% | 28 |
|
|
2014
Q4 | $2.29M | Buy |
165,848
+165,756
| +180,170% | +$2.2M | 0.84% | 41 |
|
|
2014
Q3 | $1K | Sell |
92
-19,960
| -100% | -$267K | ﹤0.01% | 506 |
|
|
2014
Q2 | $275K | Sell |
20,052
-329,768
| -94% | -$4.35M | 0.11% | 102 |
|
|
2014
Q1 | $4.69M | Buy |
349,820
+29,372
| +9% | +$388K | 1.77% | 16 |
|
|
2013
Q4 | $4.21M | Buy |
320,448
+13,568
| +4% | +$170K | 1.65% | 21 |
|
|
2013
Q3 | $3.7M | Buy |
306,880
+119,660
| +64% | +$1.41M | 1.61% | 22 |
|
|
2013
Q2 | $2.06M | Buy |
+187,220
| New | +$2.03M | 1.01% | 38 |
|
Other funds holding SCHA
AA
Apriem Advisors's SCHA Position: Q1 2026 in Review
Apriem Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.8% in Q1 2026, selling an estimated $6K and leaving 7,060 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #179.
Apriem Advisors first reported a position in SCHA in Q2 2013 and has held it in 45 quarters since. The position peaked at $23.2M in Q3 2018. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.
- Apriem Advisors held 7,060 shares of Schwab U.S Small- Cap ETF worth $205K as of Q1 2026.
- Apriem Advisors sold 200 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $6K.
- Schwab U.S Small- Cap ETF made up 0.02% of Apriem Advisors's portfolio in Q1 2026, its #179 holding.
- Apriem Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 45 quarters since.
- Apriem Advisors's Schwab U.S Small- Cap ETF position peaked at $23.2M in Q3 2018.
- 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.
Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.