Apriem Advisors's ownership history for SCHW

Apriem Advisors currently holds 7.8K shares with a market value of $744.5K. It started holding SCHW on 2024-09-30. At its peak, it held 8.3K shares on 2025-06-30. Its highest holding value was $760.8K on 2025-06-30. At its lowest, it held 7.7K shares on 2024-09-30, with a value of $500.2K on 2024-09-30. In the recent 180 days, Apriem Advisors has decreased its shares by 333. In the recent year, Apriem Advisors has increased its shares by 80.