Appleton Partners Inc Schwab Fundamental U S Small C Transaction History

Appleton Partners Inc

  • $1.49 Billion
  • Q3 2025

A detailed history of Appleton Partners Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Appleton Partners Inc holds 11,968 shares of FNDA stock, worth $363,468. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,968
Previous 11,968 -0.0%
Holding current value
$363,468
Previous $343,000 8.75%
% of portfolio
0.03%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$23.85 - $28.69 $27,069 - $32,563
-1,135 Reduced 8.66%
11,968 $343,000
Q1 2025

Apr 22, 2025
SELL
$26.87 - $30.99 $142,652 - $164,525
-5,309 Reduced 28.83%
13,103 $359,000
Q4 2024

Jan 28, 2025
BUY
$29.26 - $59.11 $369,641 - $746,736
12,633 Added 218.6%
18,412 $547,000
Q3 2024

Oct 01, 2024
SELL
$54.26 - $60.01 $9,386 - $10,381
-173 Reduced 2.91%
5,779 $344,000
Q2 2024

Jul 02, 2024
SELL
$52.82 - $57.21 $246,563 - $267,056
-4,668 Reduced 43.95%
5,952 $327,000
Q1 2024

Apr 01, 2024
BUY
$52.35 - $57.03 $222,016 - $241,864
4,241 Added 66.48%
10,620 $606,000
Q3 2023

Oct 03, 2023
SELL
$47.76 - $53.58 $8,358 - $9,376
-175 Reduced 2.67%
6,379 $309,000
Q2 2023

Jul 10, 2023
SELL
$46.06 - $50.45 $29,754 - $32,590
-646 Reduced 8.97%
6,554 $331,000
Q1 2023

Apr 10, 2023
BUY
$46.21 - $53.63 $6,746 - $7,829
146 Added 2.07%
7,200 $350,000
Q4 2022

Jan 19, 2023
BUY
$43.53 - $50.11 $11,578 - $13,329
266 Added 3.92%
7,054 $330,000
Q3 2022

Oct 27, 2022
BUY
$42.52 - $52.23 $19,729 - $24,234
464 Added 7.34%
6,788 $289,000
Q2 2022

Jul 08, 2022
SELL
$44.28 - $53.81 $29,401 - $35,729
-664 Reduced 9.5%
6,324 $286,000
Q1 2022

Apr 05, 2022
SELL
$50.55 - $56.5 $2,022 - $2,260
-40 Reduced 0.57%
6,988 $374,000
Q4 2021

Feb 03, 2022
BUY
$52.31 - $57.77 $3,818 - $4,217
73 Added 1.05%
7,028 $391,000
Q3 2021

Oct 14, 2021
BUY
$50.41 - $54.9 $19,155 - $20,862
380 Added 5.78%
6,955 $366,000
Q2 2021

Jul 07, 2021
SELL
$50.53 - $56.06 $39,413 - $43,726
-780 Reduced 10.61%
6,575 $358,000
Q1 2021

Apr 19, 2021
BUY
$42.36 - $53.44 $311,557 - $393,051
7,355 New
7,355 $373,000

Others Institutions Holding FNDA

# of Institutions
500
Shares Held
228M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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