Appleton Partners Inc Schwab Strategic U.S. Reit ETF Transaction History
Appleton Partners Inc
- $1.36 Billion
- Q3 2024
A detailed history of Appleton Partners Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Appleton Partners Inc holds 199,554 shares of SCHH stock, worth $4.51 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
199,554
Previous 201,144
0.79%
Holding current value
$4.51 Million
Previous $4.02 Million
15.11%
% of portfolio
0.34%
Previous 0.31%
Shares
29 transactions
Others Institutions Holding SCHH
# of Institutions
499Shares Held
255MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.92 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.19 Billion2.35% of portfolio
-
Us Bancorp \De\27.3MShares$616 Million0.75% of portfolio
-
Creative Planning Overland Park, KS27.3MShares$616 Million0.58% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$174 Million0.15% of portfolio