Apriem Advisors SCHX Holdings History
Apriem Advisors's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Apriem Advisors held 6.13 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $135.30 Mil. This investment constitutes 15.85% of their stock portfolio, and Apriem Advisors now holds 0.27% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2015Q4. And since then Apriem Advisors has made 18 purchases of SCHX, at an average price of $30.34, for a total of 11.22 Mil shares. In addition, there have been 11 sales at an average price of $35.08 for 5.09 Mil shares. Based on historical transaction data and SCHX's current price of $24.86, Apriem Advisors's estimated gain on his SCHX holdings is $-9.45 Mil, reflecting a -2.78% gain to date.
Apriem Advisors SCHX ($24.86) Holding Chart
Apriem Advisors SCHX ($24.86) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
