Appleton Partners Inc Schwab Strategic U.S. Mid Cap Transaction History
Appleton Partners Inc
- $1.36 Billion
- Q3 2024
A detailed history of Appleton Partners Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Appleton Partners Inc holds 3,355 shares of SCHM stock, worth $97,395. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,355
Previous 3,355
-0.0%
Holding current value
$97,395
Previous $261,000
6.9%
% of portfolio
0.02%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio