AA
SCHW

Apriem Advisors’s Charles Schwab SCHW Stock Holding History

Apriem Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$625K Sell
6,648
-2,198
-25% -$216K 0.06% 112
2025
Q4 		$884K Buy
8,846
+1,048
+13% +$99.4K 0.08% 95
2025
Q3 		$744K Sell
7,798
-540
-6% -$51.3K 0.07% 102
2025
Q2 		$761K Buy
8,338
+207
+3% +$17.3K 0.08% 94
2025
Q1 		$637K Buy
8,131
+202
+3% +$15.9K 0.07% 93
2024
Q4 		$587K Buy
7,929
+211
+3% +$15.8K 0.07% 100
2024
Q3 		$500K Sell
7,718
-298
-4% -$19.6K 0.06% 105
2024
Q2 		$591K Sell
8,016
-145
-2% -$10.7K 0.07% 93
2024
Q1 		$590K Buy
8,161
+130
+2% +$8.56K 0.07% 99
2023
Q4 		$552K Buy
8,031
+147
+2% +$8.49K 0.07% 93
2023
Q3 		$433K Sell
7,884
-440
-5% -$26.6K 0.06% 100
2023
Q2 		$472K Sell
8,324
-298
-3% -$15.6K 0.07% 98
2023
Q1 		$452K Sell
8,622
-629
-7% -$46.1K 0.07% 98
2022
Q4 		$770K Sell
9,251
-35
-0.4% -$2.72K 0.13% 73
2022
Q3 		$667K Sell
9,286
-550
-6% -$38.2K 0.12% 78
2022
Q2 		$621K Hold
9,836
– – 0.11% 80
2022
Q1 		$829K Sell
9,836
-1,132
-10% -$99.6K 0.12% 74
2021
Q4 		$922K Sell
10,968
-200
-2% -$16.2K 0.13% 67
2021
Q3 		$813K Sell
11,168
-64
-0.6% -$4.57K 0.12% 73
2021
Q2 		$818K Sell
11,232
-350
-3% -$24.8K 0.12% 71
2021
Q1 		$755K Sell
11,582
-1,216
-10% -$73.7K 0.12% 72
2020
Q4 		$679K Sell
12,798
-534
-4% -$24.2K 0.12% 64
2020
Q3 		$483K Buy
13,332
+1,280
+11% +$44.5K 0.09% 78
2020
Q2 		$407K Buy
12,052
+615
+5% +$22K 0.08% 82
2020
Q1 		$385K Buy
11,437
+695
+6% +$29.2K 0.09% 78
2019
Q4 		$511K Hold
10,742
– – 0.1% 79
2019
Q3 		$449K Buy
10,742
+3,600
+50% +$145K 0.1% 81
2019
Q2 		$287K Sell
7,142
-522
-7% -$22.8K 0.09% 105
2019
Q1 		$328K Buy
+7,664
New +$346K 0.09% 93
2018
Q3 		– Sell
-197
Closed -$10K – 333
2018
Q2 		$10K Buy
+197
New +$10.9K ﹤0.01% 429
2017
Q2 		– Sell
-323
Closed -$13K – 469
2017
Q1 		$13K Hold
323
– – ﹤0.01% 391
2016
Q4 		$13K Buy
323
+223
+223% +$7.97K ﹤0.01% 416
2016
Q3 		$3K Hold
100
– – ﹤0.01% 516
2016
Q2 		$3K Hold
100
– – ﹤0.01% 518
2016
Q1 		$3K Hold
100
– – ﹤0.01% 504
2015
Q4 		$3K Hold
100
– – ﹤0.01% 483
2015
Q3 		$3K Hold
100
– – ﹤0.01% 456
2015
Q2 		$3K Hold
100
– – ﹤0.01% 557
2015
Q1 		$3K Hold
100
– – ﹤0.01% 505
2014
Q4 		$3K Hold
100
– – ﹤0.01% 470
2014
Q3 		$3K Hold
100
– – ﹤0.01% 470
2014
Q2 		$3K Hold
100
– – ﹤0.01% 424
2014
Q1 		$3K Hold
100
– – ﹤0.01% 437
2013
Q4 		$3K Hold
100
– – ﹤0.01% 450
2013
Q3 		$2K Hold
100
– – ﹤0.01% 455
2013
Q2 		$2K Buy
+100
New +$1.85K ﹤0.01% 429

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Apriem Advisors's SCHW Position: Q1 2026 in Review

Apriem Advisors reduced its Charles Schwab (SCHW) stake by 25% in Q1 2026, selling an estimated $216K and leaving 6,648 shares worth $625K. The position accounts for 0.06% of the portfolio, ranked #112.

Apriem Advisors first reported a position in SCHW in Q2 2013 and has held it in 46 quarters since. The position peaked at $922K in Q4 2021. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Apriem Advisors held 6,648 shares of Charles Schwab worth $625K as of Q1 2026.
  • Apriem Advisors sold 2,198 Charles Schwab shares in Q1 2026, an estimated $216K.
  • Charles Schwab made up 0.06% of Apriem Advisors's portfolio in Q1 2026, its #112 holding.
  • Apriem Advisors first reported a position in Charles Schwab in Q2 2013 and has held it in 46 quarters since.
  • Apriem Advisors's Charles Schwab position peaked at $922K in Q4 2021.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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