Appleton Group, LLC Schwab Strategic Tr Us Small C Transaction History
Appleton Group, LLC
- $28.6 Million
- Q3 2023
A detailed history of Appleton Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Appleton Group, LLC holds 14,447 shares of SCHA stock, worth $733,474. This represents 2.09% of its overall portfolio holdings.
Number of Shares
14,447
Previous 257,542
94.39%
Holding current value
$733,474
Previous $11.3 Million
94.7%
% of portfolio
2.09%
Previous 15.75%
Shares
25 transactions
Others Institutions Holding SCHA
# of Institutions
1,120Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.42 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.12 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$607 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$534 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$374 Million0.51% of portfolio