Appleton Group, LLC Schwab Strategic Tr Us Large C Transaction History
Appleton Group, LLC
- $28.6 Million
- Q3 2023
A detailed history of Appleton Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Appleton Group, LLC holds 11,584 shares of SCHG stock, worth $1.19 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
11,584
Previous 273,765
95.77%
Holding current value
$1.19 Million
Previous $20.5 Million
95.9%
% of portfolio
2.94%
Previous 28.65%
Shares
25 transactions
Others Institutions Holding SCHG
# of Institutions
1,255Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.09 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.03 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$936 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$934 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$462 Million14.61% of portfolio