Appleton Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Appleton Group, LLC

  • $28.6 Million
  • Q3 2023

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 09, 2023
SELL
$64.24 - $73.9 $74,454 - $85,650
-1,159 Reduced 6.96%
15,497 $1.05 Million
Q4 2022

Feb 02, 2023
SELL
$61.05 - $69.94 $8.04 Million - $9.21 Million
-131,651 Reduced 88.77%
16,656 $1.09 Million
Q3 2022

Nov 08, 2022
BUY
$60.5 - $72.51 $7.94 Million - $9.52 Million
131,266 Added 770.3%
148,307 $8.98 Million
Q2 2022

Jul 27, 2022
SELL
$60.91 - $76.4 $7.81 Million - $9.8 Million
-128,303 Reduced 88.28%
17,041 $1.07 Million
Q1 2022

May 03, 2022
BUY
$70.66 - $80.89 $8.98 Million - $10.3 Million
127,112 Added 697.19%
145,344 $11 Million
Q4 2021

Feb 09, 2022
BUY
$76.01 - $83.39 $12,769 - $14,009
168 Added 0.93%
18,232 $1.47 Million
Q3 2021

Nov 15, 2021
BUY
$74.65 - $80.95 $13,362 - $14,490
179 Added 1.0%
18,064 $1.39 Million
Q2 2021

Aug 05, 2021
BUY
$74.64 - $79.12 $35,603 - $37,740
477 Added 2.74%
17,885 $1.4 Million
Q1 2021

May 07, 2021
SELL
$67.07 - $76.85 $49,162 - $56,331
-733 Reduced 4.04%
17,408 $1.3 Million
Q4 2020

Feb 05, 2021
BUY
$55.93 - $68.45 $50,169 - $61,399
897 Added 5.2%
18,141 $1.24 Million
Q3 2020

Nov 02, 2020
BUY
$51.99 - $58.83 $13,465 - $15,236
259 Added 1.52%
17,244 $957,000
Q2 2020

Jul 29, 2020
BUY
$39.01 - $57.03 $49,971 - $73,055
1,281 Added 8.16%
16,985 $894,000
Q1 2020

May 06, 2020
BUY
$35.83 - $62.24 $40,237 - $69,895
1,123 Added 7.7%
15,704 $662,000
Q4 2019

Jan 22, 2020
BUY
$54.56 - $60.24 $73,656 - $81,324
1,350 Added 10.2%
14,581 $877,000
Q3 2019

Oct 16, 2019
BUY
$56.23 - $57.59 $2,642 - $2,706
47 Added 0.36%
13,231 $748,000
Q2 2019

Aug 07, 2019
BUY
N/A
3,127 Added 31.09%
13,184 $753,000
Q1 2019

Apr 26, 2019
BUY
N/A
10,057 New
10,057 $557,000
Q4 2018

Feb 14, 2019
SELL
N/A
-10,511 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
2,070 Added 24.52%
10,511 $608,000
Q2 2018

Aug 01, 2018
BUY
N/A
36 Added 0.43%
8,441 $463,000
Q1 2018

May 02, 2018
BUY
N/A
657 Added 8.48%
8,405 $444,000
Q4 2017

Jan 22, 2018
BUY
N/A
688 Added 9.75%
7,748 $413,000
Q3 2017

Nov 03, 2017
BUY
N/A
7,060
7,060 $354,000

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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