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Disclosery

Apriem Advisors: SCHZ position timeline

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

Apriem Advisors held 434,154 SCHZ 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 434,154 shares
    Change vs previous 13F -2,131 shares

    0.87% of the 13F portfolio, value $10,041,982.

    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 436,285 shares
    Change vs previous 13F -24,567 shares

    0.97% of the 13F portfolio, value $10,130,538.

    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 460,852 shares
    Change vs previous 13F +352 shares

    0.99% of the 13F portfolio, value $10,770,111.

    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 460,500 shares
    Change vs previous 13F +2,795 shares

    1.02% of the 13F portfolio, value $10,807,935.

    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 457,705 shares
    Change vs previous 13F +1,421 shares

    1.13% of the 13F portfolio, value $10,637,064.

    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 456,284 shares
    Change vs previous 13F +30,039 shares

    1.24% of the 13F portfolio, value $10,567,537.

    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 426,245 shares
    Change vs previous 13F +212,423 shares

    1.11% of the 13F portfolio, value $9,675,762.

    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 213,822 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $10,160,821.

    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).