Appleton Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Appleton Group, LLC

  • $28.6 Million
  • Q3 2023

A detailed history of Appleton Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Appleton Group, LLC holds 220,012 shares of SCHD stock, worth $6.12 Million. This represents 54.39% of its overall portfolio holdings.

Number of Shares
220,012
Previous 11,640 1790.14%
Holding current value
$6.12 Million
Previous $845,000 1742.37%
% of portfolio
54.39%
Previous 1.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
BUY
$70.63 - $75.66 $14.7 Million - $15.8 Million
208,372 Added 1790.14%
220,012 $15.6 Million
Q2 2023

Aug 03, 2023
BUY
$69.18 - $73.94 $56,035 - $59,891
810 Added 7.48%
11,640 $845,000
Q1 2023

May 09, 2023
SELL
$70.28 - $78.03 $14.3 Million - $15.8 Million
-202,883 Reduced 94.93%
10,830 $792,000
Q4 2022

Feb 02, 2023
BUY
$67.16 - $79.06 $14.4 Million - $16.9 Million
213,713 New
213,713 $16.1 Million

Others Institutions Holding SCHD

# of Institutions
1,759
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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