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Livermore
Livermore
ZHEN

Apriem Advisors

SEC CIK
0001425165
Latest filing
Aug 14, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Apriem Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
6,648
Value
$613.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Apriem Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,648$613.4K0.1%00.0%UnchangedHolders
Q1 20266,648$624.8K0.1%−2,198−24.8%ReducedHolders
Q4 20258,846$883.8K0.1%+1,048+13.4%AddedHolders
Q3 20257,798$744.5K0.1%−540−6.5%ReducedHolders
Q2 20258,338$760.8K0.1%+207+2.5%AddedHolders
Q1 20258,131$636.6K0.1%+202+2.5%AddedHolders
Q4 20247,929$586.8K0.1%+211+2.7%AddedHolders
Q3 20247,718$500.2K0.1%−298−3.7%ReducedHolders
Q2 20248,016$590.7K0.1%−145−1.8%ReducedHolders
Q1 20248,161$590.4K0.1%+130+1.6%AddedHolders
Q4 20238,031$552.5K0.1%+147+1.9%AddedHolders
Q3 20237,884$432.8K0.1%−440−5.3%ReducedHolders
Q2 20238,324$471.8K0.1%−298−3.5%ReducedHolders
Q1 20238,622$451.6K0.1%−629−6.8%ReducedHolders
Q4 20229,251$770.2K0.1%−35−0.4%ReducedHolders
Q3 20229,286$667.0K0.1%−550−5.6%ReducedHolders
Q2 20229,836$621.0K0.1%00.0%UnchangedHolders
Q1 20229,836$829.0K0.1%−1,132−10.3%ReducedHolders
Q4 202110,968$922.0K0.1%−200−1.8%ReducedHolders
Q3 202111,168$813.0K0.1%−64−0.6%ReducedHolders
Q2 202111,232$818.0K0.1%−350−3.0%ReducedHolders
Q1 202111,582$755.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.