Appleton Partners Inc Schwab Strategic Tr Us Large C Transaction History

Appleton Partners Inc

$1.41 Billion
Q2 2025

A detailed history of Appleton Partners Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Appleton Partners Inc holds 73,831 shares of SCHG stock, worth $2.23 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

73,831

Previous 74,896 1.42%

Holding current value

$2.23 Million

Previous $1.88 Million 15.04%

% of portfolio

0.15%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$22.27 - $29.21 $23,717 - $31,108	-1,065 Reduced 1.42%	73,831 $2.16 Million
Q1 2025 Apr 22, 2025	BUY	$24.91 - $29.02 $138,923 - $161,844	5,577 Added 8.05%	74,896 $1.88 Million
Q4 2024 Jan 28, 2025	BUY	$25.93 - $105.3 $1.36 Million - $5.52 Million	52,428 Added 310.39%	69,319 $1.93 Million
Q3 2024 Oct 01, 2024	SELL	$92.63 - $105.69 $2,315 - $2,642	-25 Reduced 0.15%	16,891 $1.76 Million
Q2 2024 Jul 02, 2024	SELL	$87.04 - $101.61 $36,556 - $42,676	-420 Reduced 2.42%	16,916 $1.71 Million
Q1 2024 Apr 01, 2024	SELL	$80.6 - $93.32 $28,209 - $32,661	-350 Reduced 1.98%	17,336 $1.61 Million
Q4 2023 Jan 02, 2024	SELL	$70.08 - $83.37 $12,264 - $14,589	-175 Reduced 0.98%	17,686 $1.47 Million
Q3 2023 Oct 03, 2023	SELL	$71.99 - $78.02 $24,476 - $26,526	-340 Reduced 1.87%	17,861 $1.3 Million
Q4 2022 Jan 19, 2023	BUY	$54.31 - $60.76 $792,926 - $887,096	14,600 Added 405.44%	18,201 $1.01 Million
Q3 2022 Oct 27, 2022	SELL	$55.81 - $69.25 $30,193 - $37,464	-541 Reduced 13.06%	3,601 $201,000
Q2 2022 Jul 08, 2022	SELL	$55.73 - $76.55 $94,016 - $129,139	-1,687 Reduced 28.94%	4,142 $240,000
Q1 2022 Apr 05, 2022	BUY	$65.63 - $82.62 $302,029 - $380,217	4,602 Added 375.06%	5,829 $436,000
Q4 2021 Feb 03, 2022	SELL	$73.11 - $83.4 $10,235 - $11,676	-140 Reduced 10.24%	1,227 $201,000
Q3 2021 Oct 14, 2021	BUY	$73.24 - $78.94 $100,119 - $107,910	1,367 New	1,367 $202,000

Others Institutions Holding SCHG

# of Institutions

1,556

Shares Held

759M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Appleton Partners Inc Schwab Strategic Tr Us Large C Transaction History