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Apriem Advisors: SCHF position timeline

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

Apriem Advisors held 651,760 SCHF 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 651,760 shares
    Change vs previous 13F -94,912 shares

    1.56% of the 13F portfolio, value $18,053,753.

    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 746,672 shares
    Change vs previous 13F -51,907 shares

    1.76% of the 13F portfolio, value $18,480,141.

    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 798,579 shares
    Change vs previous 13F -23,243 shares

    1.76% of the 13F portfolio, value $19,197,848.

    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 821,822 shares
    Change vs previous 13F -98,350 shares

    1.81% of the 13F portfolio, value $19,132,012.

    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 920,172 shares
    Change vs previous 13F -235,335 shares

    2.16% of the 13F portfolio, value $20,335,817.

    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 1,155,507 shares
    Change vs previous 13F -214,686 shares

    2.68% of the 13F portfolio, value $22,855,938.

    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 1,370,193 shares
    Change vs previous 13F +638,127 shares

    2.9% of the 13F portfolio, value $25,348,568.

    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 732,066 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $30,102,554.

    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).