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Apriem Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Apriem Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.2M Sell
404,757
-321
-0.1% -$8.42K 0.97% 24
2025
Q4 		$10.6M Sell
405,078
-7,559
-2% -$197K 0.98% 23
2025
Q3 		$10.6M Buy
412,637
+225
+0.1% +$5.57K 1% 23
2025
Q2 		$9.83M Sell
412,412
-4,158
-1% -$91.6K 1.04% 23
2025
Q1 		$8.97M Sell
416,570
-263
-0.1% -$5.98K 1.05% 26
2024
Q4 		$9.46M Sell
416,833
-140
-0% -$3.2K 1.08% 29
2024
Q3 		$9.25M Sell
416,973
-4,332
-1% -$92.5K 1.08% 32
2024
Q2 		$8.83M Sell
421,305
-300
-0.1% -$6.08K 1.08% 29
2024
Q1 		$8.58M Sell
421,605
-162
-0% -$3.13K 1.08% 27
2023
Q4 		$7.83M Buy
421,767
+753
+0.2% +$13K 1.05% 27
2023
Q3 		$7M Sell
421,014
-7,629
-2% -$132K 1.03% 28
2023
Q2 		$7.39M Hold
428,643
– – 1.11% 26
2023
Q1 		$6.84M Buy
428,643
+3
+0% +$47 1.09% 25
2022
Q4 		$6.4M Buy
428,640
+31,203
+8% +$469K 1.11% 26
2022
Q3 		$5.56M Sell
397,437
-5,730
-1% -$89.1K 1% 28
2022
Q2 		$5.94M Sell
403,167
-49,032
-11% -$787K 1.02% 27
2022
Q1 		$8.05M Buy
452,199
+16,995
+4% +$298K 1.18% 25
2021
Q4 		$8.2M Sell
435,204
-1,110
-0.3% -$20.4K 1.16% 24
2021
Q3 		$7.55M Buy
436,314
+666
+0.2% +$11.8K 1.08% 24
2021
Q2 		$7.57M Buy
435,648
+30
+0% +$508 1.13% 25
2021
Q1 		$7.02M Sell
435,618
-8,058
-2% -$127K 1.09% 25
2020
Q4 		$6.73M Sell
443,676
-102
-0% -$1.45K 1.2% 24
2020
Q3 		$5.89M Buy
443,778
+450
+0.1% +$5.92K 1.08% 25
2020
Q2 		$5.43M Sell
443,328
-10,020
-2% -$116K 1.12% 25
2020
Q1 		$4.57M Sell
453,348
-155,712
-26% -$1.88M 1.11% 26
2019
Q4 		$7.8M Sell
609,060
-29,988
-5% -$368K 1.5% 22
2019
Q3 		$7.56M Sell
639,048
-1,170
-0.2% -$13.8K 1.68% 20
2019
Q2 		$7.53M Buy
640,218
+8,490
+1% +$98K 2.36% 16
2019
Q1 		$7.17M Buy
631,728
+209,742
+50% +$2.29M 1.9% 15
2018
Q4 		$4.21M Buy
421,986
+244,632
+138% +$2.65M 1.48% 21
2018
Q3 		$2.08M Buy
177,354
+1,308
+0.7% +$15.1K 0.46% 38
2018
Q2 		$1.94M Sell
176,046
-29,460
-14% -$322K 0.43% 40
2018
Q1 		$2.19M Sell
205,506
-30,282
-13% -$333K 0.53% 37
2017
Q4 		$2.54M Sell
235,788
-9,978
-4% -$105K 0.63% 36
2017
Q3 		$2.5M Sell
245,766
-26,202
-10% -$260K 0.62% 38
2017
Q2 		$2.65M Sell
271,968
-1,860
-0.7% -$18K 0.7% 38
2017
Q1 		$2.6M Buy
273,828
+24,030
+10% +$225K 0.71% 36
2016
Q4 		$2.26M Buy
249,798
+7,422
+3% +$65.4K 0.67% 37
2016
Q3 		$2.11M Buy
242,376
+312
+0.1% +$2.71K 0.63% 40
2016
Q2 		$2.03M Buy
242,064
+438
+0.2% +$3.63K 0.66% 37
2016
Q1 		$1.99M Sell
241,626
-3,229,968
-93% -$25.1M 0.78% 34
2015
Q4 		$28.4M Buy
3,471,594
+3,266,040
+1,589% +$26.9M 10.11% 2
2015
Q3 		$1.59M Sell
205,554
-3,034,422
-94% -$24.9M 0.59% 38
2015
Q2 		$27.1M Buy
3,239,976
+122,526
+4% +$1.05M 9.32% 1
2015
Q1 		$26.2M Buy
3,117,450
+315,834
+11% +$2.64M 9.09% 1
2014
Q4 		$23.3M Buy
2,801,616
+614,796
+28% +$4.98M 8.57% 1
2014
Q3 		$17.3M Buy
2,186,820
+278,400
+15% +$2.23M 6.62% 1
2014
Q2 		$15.2M Buy
1,908,420
+218,958
+13% +$1.69M 5.8% 1
2014
Q1 		$12.9M Buy
1,689,462
+399,006
+31% +$2.99M 4.87% 2
2013
Q4 		$9.68M Buy
1,290,456
+172,050
+15% +$1.24M 3.79% 3
2013
Q3 		$7.66M Buy
1,118,406
+451,038
+68% +$3.07M 3.32% 3
2013
Q2 		$4.33M Buy
+667,368
New +$4.33M 2.12% 10

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Apriem Advisors's SCHB Position: Q1 2026 in Review

Apriem Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.08% in Q1 2026, selling an estimated $8.42K and leaving 404,757 shares worth $10.2M. The position accounts for 0.97% of the portfolio, ranked #24.

Apriem Advisors first reported a position in SCHB in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.4M in Q4 2015. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Apriem Advisors held 404,757 shares of Schwab US Broad Market ETF worth $10.2M as of Q1 2026.
  • Apriem Advisors sold 321 Schwab US Broad Market ETF shares in Q1 2026, an estimated $8.42K.
  • Schwab US Broad Market ETF made up 0.97% of Apriem Advisors's portfolio in Q1 2026, its #24 holding.
  • Apriem Advisors first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 52 quarters since.
  • Apriem Advisors's Schwab US Broad Market ETF position peaked at $28.4M in Q4 2015.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.