Appleton Partners Inc Schwab Strategic Tr Us Broad M Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

A detailed history of Appleton Partners Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Appleton Partners Inc holds 5,545 shares of SCHB stock, worth $130,030. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,545

Previous 5,996 7.52%

Holding current value

$130,030

Previous $377,000 2.12%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 01, 2024	SELL	$59.93 - $66.52 $27,028 - $30,000	-451 Reduced 7.52%	5,545 $369,000
Q2 2024 Jul 02, 2024	SELL	$57.57 - $63.3 $19,516 - $21,458	-339 Reduced 5.35%	5,996 $377,000
Q1 2024 Apr 01, 2024	SELL	$54.61 - $61.05 $30,690 - $34,310	-562 Reduced 8.15%	6,335 $387,000
Q4 2023 Jan 02, 2024	SELL	$47.61 - $55.91 $26,709 - $31,365	-561 Reduced 7.52%	6,897 $384,000
Q3 2023 Oct 03, 2023	SELL	$49.59 - $53.57 $72,153 - $77,944	-1,455 Reduced 16.32%	7,458 $372,000
Q2 2023 Jul 10, 2023	SELL	$47.08 - $51.7 $10,781 - $11,839	-229 Reduced 2.5%	8,913 $461,000
Q4 2022 Jan 19, 2023	BUY	$41.94 - $47.81 $383,415 - $437,079	9,142 New	9,142 $410,000

Others Institutions Holding SCHB

# of Institutions

1,180

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Appleton Partners Inc Schwab Strategic Tr Us Broad M Transaction History