Apriem Advisors

Position in SCHW — Schwab Charles Corp

CIK 1425165 IRVINE, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$613,410

-$11,369 QoQ

Shares Held

6,648

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,422

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

Apriem Advisors holds $14,846,268 across 4 Capital Markets names. SCHW ranks #3 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	12,602	$12,745,284
2	MS	Morgan Stanley	4,241	$886,538
3	SCHW	Schwab Charles Corp This page	6,648	$613,410
4	HLI	Houlihan Lokey, Inc.	4,481	$601,036

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$613,410	6,648	0.0%	Shares	Sole	2026-08-14
2026-03-31	$624,779	6,648	-24.8%	Shares	Sole	2026-05-15
2025-12-31	$883,803	8,846	+13.4%	Shares	Sole	2026-02-13
2025-09-30	$744,475	7,798	-6.5%	Shares	Sole	2025-11-10
2025-06-30	$760,759	8,338	+2.5%	Shares	Sole	2025-08-14
2025-03-31	$636,494	8,131	+2.5%	Shares	Sole	2025-05-15
2024-12-31	$586,825	7,929	+2.7%	Shares	Sole	2025-02-05
2024-09-30	$500,203	7,718	-3.7%	Shares	Sole	2024-11-14
2024-06-30	$590,699	8,016	-1.8%	Shares	Sole	2024-08-14
2024-03-31	$590,366	8,161	+1.6%	Shares	Sole	2024-05-15
2023-12-31	$552,532	8,031	+1.9%	Shares	Sole	2024-02-14
2023-09-30	$432,831	7,884	-5.3%	Shares	Sole	2023-11-13
2023-06-30	$471,804	8,324	-3.5%	Shares	Sole	2023-08-08
2023-03-31	$451,620	8,622	-6.8%	Shares	Sole	2023-05-12
2022-12-31	$770,238	9,251	-0.4%	Shares	Sole	2023-02-13
2022-09-30	$667,384	9,286	-5.6%	Shares	Sole	2022-11-14
2022-06-30	$621,438	9,836	0.0%	Shares	Sole	2022-08-08
2022-03-31	$829,273	9,836	-10.3%	Shares	Sole	2022-05-10
2021-12-31	$922,408	10,968	-1.8%	Shares	Sole	2022-02-09
2021-09-30	$813,477	11,168	-0.6%	Shares	Sole	2021-11-12
2021-06-30	$817,801	11,232	-3.0%	Shares	Sole	2021-08-10
2021-03-31	$754,914	11,582	-9.5%	Shares	Sole	2021-05-10
2020-12-31	$678,805	12,798	-4.0%	Shares	Sole	2021-02-04
2020-09-30	$483,018	13,332	+10.6%	Shares	Sole	2020-11-10
2020-06-30	$406,634	12,052	+5.4%	Shares	Sole	2020-08-07
2020-03-31	$384,511	11,437	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.