Apriem Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Buy |
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|
2025
Q1 | $637K | Buy |
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|
2024
Q4 | $587K | Buy |
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|
2024
Q3 | $500K | Sell |
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|
2024
Q2 | $591K | Sell |
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|
2024
Q1 | $590K | Buy |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $472K | Sell |
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|
2023
Q1 | $452K | Sell |
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|
2022
Q4 | $770K | Sell |
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|
2022
Q3 | $667K | Sell |
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|
2022
Q2 | $621K | Hold |
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|
2022
Q1 | $829K | Sell |
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|
2021
Q4 | $922K | Sell |
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|
2021
Q3 | $813K | Sell |
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|
2021
Q2 | $818K | Sell |
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|
2021
Q1 | $755K | Sell |
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|
2020
Q4 | $679K | Sell |
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|
2020
Q3 | $483K | Buy |
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|
2020
Q2 | $407K | Buy |
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|
2020
Q1 | $385K | Buy |
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|
2019
Q4 | $511K | Hold |
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|
2019
Q3 | $449K | Buy |
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|
2019
Q2 | $287K | Sell |
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|
2019
Q1 | $328K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $10K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $13K | Hold |
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|
2016
Q4 | $13K | Buy |
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|
2016
Q3 | $3K | Hold |
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|
2016
Q2 | $3K | Hold |
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|
2016
Q1 | $3K | Hold |
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|
2015
Q4 | $3K | Hold |
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|
2015
Q3 | $3K | Hold |
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|
2015
Q2 | $3K | Hold |
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|
2015
Q1 | $3K | Hold |
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|
2014
Q4 | $3K | Hold |
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|
2014
Q3 | $3K | Hold |
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|
2014
Q2 | $3K | Hold |
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|
2014
Q1 | $3K | Hold |
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|
2013
Q4 | $3K | Hold |
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|
2013
Q3 | $2K | Hold |
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|
2013
Q2 | $2K | Buy |
|