Apriem Advisors SCHF Holdings History

Number of Shares
1.16 Mil
Current Holdings Value*
$22.86 Mil
% of Portfolio
2.68%
Total Estimate Gain
$-10.42 Mil
% of Total Estimate Gain
-6.83%

Apriem Advisors's Schwab International Equity ETF Holding Summary

As of 2025-03-31, Apriem Advisors held 1.16 Mil shares of Schwab International Equity ETF(SCHF), totaling $22.86 Mil. This investment constitutes 2.68% of their stock portfolio, and Apriem Advisors now holds 0.05% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2014Q1. And since then Apriem Advisors has made 17 purchases of SCHF, at an average price of $31.25, for a total of 4.88 Mil shares. In addition, there have been 19 sales at an average price of $31.26 for 3.72 Mil shares. Based on historical transaction data and SCHF's current price of $22.19, Apriem Advisors's estimated gain on his SCHF holdings is $-10.42 Mil, reflecting a -6.83% gain to date.

Apriem Advisors SCHF ($22.19) Holding Chart

Apriem Advisors SCHF ($22.19) 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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