Apriem Advisors's ownership history for SCHW

Apriem Advisors currently holds 6.6K shares with a market value of $624.8K. It started holding SCHW on 2024-09-30. At its peak, it held 8.8K shares on 2025-12-31. Its highest holding value was $883.8K on 2025-12-31. At its lowest, it held 6.6K shares on 2026-03-31, with a value of $500.2K on 2024-09-30. In the recent 180 days, Apriem Advisors has decreased its shares by 1.1K. In the recent year, Apriem Advisors has decreased its shares by 1.5K.