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Disclosery

Apriem Advisors: SCHE position timeline

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

Apriem Advisors held 260,903 SCHE 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 260,903 shares
    Change vs previous 13F -11,396 shares

    0.82% of the 13F portfolio, value $9,460,332.

    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 272,299 shares
    Change vs previous 13F -1,720 shares

    0.86% of the 13F portfolio, value $8,972,251.

    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 274,019 shares
    Change vs previous 13F +6,890 shares

    0.82% of the 13F portfolio, value $8,974,121.

    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 267,129 shares
    Change vs previous 13F -5,845 shares

    0.84% of the 13F portfolio, value $8,914,084.

    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 272,974 shares
    Change vs previous 13F -23,208 shares

    0.87% of the 13F portfolio, value $8,227,453.

    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 296,182 shares
    Change vs previous 13F -16,453 shares

    0.96% of the 13F portfolio, value $8,165,755.

    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 312,635 shares
    Change vs previous 13F -6,414 shares

    0.95% of the 13F portfolio, value $8,325,469.

    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 319,049 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $9,309,842.

    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).