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Apriem Advisors: SCHD position timeline

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

Apriem Advisors held 1,230,371 SCHD 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 1,230,371 shares
    Change vs previous 13F +111,175 shares

    3.38% of the 13F portfolio, value $39,015,051.

    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 1,119,196 shares
    Change vs previous 13F +251,065 shares

    3.28% of the 13F portfolio, value $34,336,920.

    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 868,131 shares
    Change vs previous 13F +75,886 shares

    2.19% of the 13F portfolio, value $23,812,836.

    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 792,245 shares
    Change vs previous 13F +83,609 shares

    2.05% of the 13F portfolio, value $21,628,277.

    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 708,636 shares
    Change vs previous 13F +240,568 shares

    2% of the 13F portfolio, value $18,778,866.

    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 468,068 shares
    Change vs previous 13F +185,929 shares

    1.53% of the 13F portfolio, value $13,087,187.

    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 282,139 shares
    Change vs previous 13F +205,420 shares

    0.88% of the 13F portfolio, value $7,708,028.

    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 76,719 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $6,485,062.

    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).