Apriem Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.3M | Buy |
1,119,196
+251,065
| +29% | +$7.62M | 3.28% | 9 |
|
|
2025
Q4 | $23.8M | Buy |
868,131
+75,886
| +10% | +$2.06M | 2.19% | 12 |
|
|
2025
Q3 | $21.6M | Buy |
792,245
+83,609
| +12% | +$2.28M | 2.05% | 12 |
|
|
2025
Q2 | $18.8M | Buy |
708,636
+240,568
| +51% | +$6.28M | 2% | 14 |
|
|
2025
Q1 | $13.1M | Buy |
468,068
+185,929
| +66% | +$5.18M | 1.53% | 16 |
|
|
2024
Q4 | $7.71M | Buy |
282,139
+51,982
| +23% | +$1.48M | 0.88% | 35 |
|
|
2024
Q3 | $6.49M | Buy |
230,157
+21,228
| +10% | +$578K | 0.76% | 35 |
|
|
2024
Q2 | $5.42M | Buy |
208,929
+15,804
| +8% | +$411K | 0.66% | 37 |
|
|
2024
Q1 | $5.19M | Buy |
193,125
+38,826
| +25% | +$1M | 0.65% | 34 |
|
|
2023
Q4 | $3.92M | Sell |
154,299
-237
| -0.2% | -$5.65K | 0.52% | 35 |
|
|
2023
Q3 | $3.64M | Sell |
154,536
-174
| -0.1% | -$4.27K | 0.53% | 36 |
|
|
2023
Q2 | $3.75M | Buy |
154,710
+123
| +0.1% | +$2.94K | 0.56% | 36 |
|
|
2023
Q1 | $3.77M | Buy |
154,587
+3
| +0% | +$75 | 0.6% | 37 |
|
|
2022
Q4 | $3.89M | Buy |
154,584
+1,074
| +0.7% | +$26.5K | 0.67% | 32 |
|
|
2022
Q3 | $3.4M | Buy |
153,510
+6,987
| +5% | +$170K | 0.61% | 34 |
|
|
2022
Q2 | $3.5M | Sell |
146,523
-13,242
| -8% | -$337K | 0.6% | 32 |
|
|
2022
Q1 | $4.2M | Buy |
159,765
+13,995
| +10% | +$366K | 0.62% | 33 |
|
|
2021
Q4 | $3.93M | Hold |
145,770
| – | – | 0.56% | 33 |
|
|
2021
Q3 | $3.61M | Buy |
145,770
+6,000
| +4% | +$152K | 0.52% | 32 |
|
|
2021
Q2 | $3.52M | Buy |
139,770
+900
| +0.6% | +$22.7K | 0.53% | 33 |
|
|
2021
Q1 | $3.38M | Buy |
138,870
+103,050
| +288% | +$2.34M | 0.52% | 33 |
|
|
2020
Q4 | $766K | Sell |
35,820
-85,800
| -71% | -$1.74M | 0.14% | 58 |
|
|
2020
Q3 | $2.24M | Sell |
121,620
-147
| -0.1% | -$2.71K | 0.41% | 36 |
|
|
2020
Q2 | $2.1M | Buy |
121,767
+903
| +0.7% | +$15.3K | 0.43% | 37 |
|
|
2020
Q1 | $1.81M | Buy |
120,864
+27,108
| +29% | +$487K | 0.44% | 39 |
|
|
2019
Q4 | $1.81M | Sell |
93,756
-2,259
| -2% | -$42.3K | 0.35% | 37 |
|
|
2019
Q3 | $1.75M | Hold |
96,015
| – | – | 0.39% | 38 |
|
|
2019
Q2 | $1.7M | Sell |
96,015
-5,400
| -5% | -$95K | 0.53% | 38 |
|
|
2019
Q1 | $1.77M | Sell |
101,415
-7,860
| -7% | -$132K | 0.47% | 36 |
|
|
2018
Q4 | $1.71M | Buy |
109,275
+5,265
| +5% | +$87.7K | 0.6% | 32 |
|
|
2018
Q3 | $1.84M | Hold |
104,010
| – | – | 0.4% | 40 |
|
|
2018
Q2 | $1.71M | Buy |
104,010
+61,365
| +144% | +$1.01M | 0.38% | 41 |
|
|
2018
Q1 | $697K | Sell |
42,645
-20,850
| -33% | -$356K | 0.17% | 58 |
|
|
2017
Q4 | $1.08M | Sell |
63,495
-4,260
| -6% | -$70K | 0.27% | 47 |
|
|
2017
Q3 | $1.06M | Sell |
67,755
-8,640
| -11% | -$132K | 0.26% | 49 |
|
|
2017
Q2 | $1.15M | Sell |
76,395
-539,313
| -88% | -$8.09M | 0.3% | 54 |
|
|
2017
Q1 | $9.15M | Sell |
615,708
-966,117
| -61% | -$14.2M | 2.49% | 9 |
|
|
2016
Q4 | $23M | Sell |
1,581,825
-682,986
| -30% | -$9.7M | 6.82% | 2 |
|
|
2016
Q3 | $31.9M | Buy |
2,264,811
+106,101
| +5% | +$1.5M | 9.52% | 1 |
|
|
2016
Q2 | $29.8M | Buy |
+2,158,710
| New | +$29.1M | 9.69% | 1 |
|
|
2016
Q1 | – | Sell |
-703,332
| Closed | -$9.04M | – | 614 |
|
|
2015
Q4 | $9.04M | Buy |
703,332
+691,482
| +5,835% | +$8.91M | 3.22% | 5 |
|
|
2015
Q3 | $142K | Sell |
11,850
-762,132
| -98% | -$9.52M | 0.05% | 119 |
|
|
2015
Q2 | $9.88M | Sell |
773,982
-1,557
| -0.2% | -$20.6K | 3.39% | 4 |
|
|
2015
Q1 | $10.2M | Buy |
775,539
+60,105
| +8% | +$799K | 3.53% | 3 |
|
|
2014
Q4 | $9.5M | Buy |
715,434
+149,610
| +26% | +$1.96M | 3.5% | 3 |
|
|
2014
Q3 | $7.27M | Buy |
565,824
+74,967
| +15% | +$963K | 2.78% | 6 |
|
|
2014
Q2 | $6.26M | Buy |
490,857
+67,044
| +16% | +$841K | 2.39% | 7 |
|
|
2014
Q1 | $5.21M | Buy |
423,813
+35,724
| +9% | +$429K | 1.97% | 12 |
|
|
2013
Q4 | $4.74M | Buy |
388,089
+47,166
| +14% | +$557K | 1.86% | 15 |
|
|
2013
Q3 | $3.82M | Buy |
340,923
+133,632
| +64% | +$1.51M | 1.66% | 19 |
|
|
2013
Q2 | $2.26M | Buy |
+207,291
| New | +$2.27M | 1.11% | 34 |
|
Other funds holding SCHD
RIM
SLI
Apriem Advisors's SCHD Position: Q1 2026 in Review
Apriem Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 29% in Q1 2026, buying an estimated $7.62M and bringing the position to 1,119,196 shares worth $34.3M. The position accounts for 3.28% of the portfolio, ranked #9.
Apriem Advisors first reported a position in SCHD in Q2 2013 and has held it in 51 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Apriem Advisors held 1,119,196 shares of Schwab US Dividend Equity ETF worth $34.3M as of Q1 2026.
- Apriem Advisors bought 251,065 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $7.62M.
- Schwab US Dividend Equity ETF made up 3.28% of Apriem Advisors's portfolio in Q1 2026, its #9 holding.
- Apriem Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and has held it in 51 quarters since.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.