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Apriem Advisors: SCHX position timeline

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

Apriem Advisors held 5,419,045 SCHX 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 5,419,045 shares
    Change vs previous 13F -213,213 shares

    13.81% of the 13F portfolio, value $159,482,482.

    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 5,632,258 shares
    Change vs previous 13F -534,325 shares

    13.78% of the 13F portfolio, value $144,411,093.

    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 6,166,583 shares
    Change vs previous 13F -238,596 shares

    15.23% of the 13F portfolio, value $165,942,735.

    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 6,405,179 shares
    Change vs previous 13F +172,782 shares

    15.96% of the 13F portfolio, value $168,712,408.

    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 6,232,397 shares
    Change vs previous 13F +104,866 shares

    16.19% of the 13F portfolio, value $152,319,806.

    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 6,127,531 shares
    Change vs previous 13F +251,287 shares

    15.85% of the 13F portfolio, value $135,295,902.

    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 5,876,244 shares
    Change vs previous 13F +3,929,772 shares

    15.6% of the 13F portfolio, value $136,211,333.

    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 1,946,472 shares
    Change vs previous 13F not available

    15.43% of the 13F portfolio, value $132,068,126.

    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).