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Disclosery

Apriem Advisors: SCHG position timeline

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

Apriem Advisors held 70,185 SCHG 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 70,185 shares
    Change vs previous 13F +221 shares

    0.21% of the 13F portfolio, value $2,375,045.

    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 69,964 shares
    Change vs previous 13F -150 shares

    0.19% of the 13F portfolio, value $2,038,056.

    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 70,114 shares
    Change vs previous 13F -7,467 shares

    0.21% of the 13F portfolio, value $2,287,106.

    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 77,581 shares
    Change vs previous 13F +111 shares

    0.23% of the 13F portfolio, value $2,475,617.

    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 77,470 shares
    Change vs previous 13F +1,271 shares

    0.24% of the 13F portfolio, value $2,262,923.

    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 76,199 shares
    Change vs previous 13F +36,853 shares

    0.22% of the 13F portfolio, value $1,908,034.

    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 39,346 shares
    Change vs previous 13F +29,307 shares

    0.13% of the 13F portfolio, value $1,096,573.

    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 10,039 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,045,817.

    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).