Appleton Partners Inc Schwab Strategic Tr Us Broad M Transaction History

Appleton Partners Inc

$1.35 Billion
Q4 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 15,851 shares of SCHB stock, worth $370,754. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,851

Previous 5,545 185.86%

Holding current value

$370,754

Previous $369,000 2.44%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$22.01 - $66.82 $226,835 - $688,646	10,306 Added 185.86%	15,851 $360,000
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

1,249

Shares Held

385M

Call Options Held

191K

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