Apriem Advisors SCHD Holdings History
Apriem Advisors's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Apriem Advisors held 468,068.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $13.09 Mil. This investment constitutes 1.53% of their stock portfolio, and Apriem Advisors now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2014Q1. And since then Apriem Advisors has made 22 purchases of SCHD, at an average price of $36.05, for a total of 960,778.00 shares. In addition, there have been 10 sales at an average price of $44.17 for 492,710.00 shares. Based on historical transaction data and SCHD's current price of $27.06, Apriem Advisors's estimated gain on his SCHD holdings is $-203,519.47, reflecting a -0.59% gain to date.
Apriem Advisors SCHD ($27.06) Holding Chart
Apriem Advisors SCHD ($27.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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