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Disclosery

Apriem Advisors: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apriem Advisors on SCHB, newest first. How the timeline and the estimate are built.

Apriem Advisors held 404,758 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 404,758 shares
    Change vs previous 13F +1 shares

    1.01% of the 13F portfolio, value $11,721,797.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 404,757 shares
    Change vs previous 13F -321 shares

    0.97% of the 13F portfolio, value $10,159,393.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 405,078 shares
    Change vs previous 13F -7,559 shares

    0.98% of the 13F portfolio, value $10,625,200.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 412,637 shares
    Change vs previous 13F +225 shares

    1% of the 13F portfolio, value $10,608,908.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 412,412 shares
    Change vs previous 13F -4,158 shares

    1.04% of the 13F portfolio, value $9,827,798.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 416,570 shares
    Change vs previous 13F -263 shares

    1.05% of the 13F portfolio, value $8,968,757.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 416,833 shares
    Change vs previous 13F +277,842 shares

    1.08% of the 13F portfolio, value $9,462,099.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 138,991 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $9,245,657.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).