Appleton Partners Inc Schwab Strategic Tr Us Emergin Transaction History
Appleton Partners Inc
- $1.3 Billion
- Q2 2024
A detailed history of Appleton Partners Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Appleton Partners Inc holds 10,888 shares of SCHE stock, worth $287,769. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,888
Previous 17,405
37.44%
Holding current value
$287,769
Previous $439,000
34.17%
% of portfolio
0.02%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.62 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$585 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$518 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$192 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$84.8 Million3.96% of portfolio