Appleton Partners Inc Schwab Strategic Tr Us Small C Transaction History

Appleton Partners Inc

  • $1.41 Billion
  • Q2 2025

A detailed history of Appleton Partners Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Appleton Partners Inc holds 441,378 shares of SCHA stock, worth $11.6 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
441,378
Previous 448,597 1.61%
Holding current value
$11.6 Million
Previous $10.5 Million 6.24%
% of portfolio
0.79%
Previous 0.81%

Shares

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

Jul 22, 2025
SELL
$20.42 - $25.3 $147,411 - $182,640
-7,219 Reduced 1.61%
441,378 $11.2 Million
Q1 2025

Apr 22, 2025
BUY
$23.16 - $27.04 $374,914 - $437,723
16,188 Added 3.74%
448,597 $10.5 Million
Q4 2024

Jan 28, 2025
BUY
$25.33 - $51.16 $5.54 Million - $11.2 Million
218,732 Added 102.37%
432,409 $11.2 Million
Q3 2024

Oct 01, 2024
BUY
$46.9 - $51.96 $67,958 - $75,290
1,449 Added 0.68%
213,677 $11 Million
Q2 2024

Jul 02, 2024
SELL
$45.24 - $49.04 $207,334 - $224,750
-4,583 Reduced 2.11%
212,228 $10.1 Million
Q1 2024

Apr 01, 2024
BUY
$44.84 - $49.24 $344,550 - $378,360
7,684 Added 3.67%
216,811 $10.7 Million
Q4 2023

Jan 02, 2024
BUY
$38.13 - $48.02 $723,097 - $910,651
18,964 Added 9.97%
209,127 $9.88 Million
Q3 2023

Oct 03, 2023
BUY
$40.85 - $46.1 $32,067 - $36,188
785 Added 0.41%
190,163 $7.88 Million
Q2 2023

Jul 10, 2023
BUY
$39.91 - $43.82 $15,485 - $17,002
388 Added 0.21%
189,378 $8.3 Million
Q1 2023

Apr 10, 2023
SELL
$39.82 - $46.36 $39,302 - $45,757
-987 Reduced 0.52%
188,990 $7.92 Million
Q4 2022

Jan 19, 2023
BUY
$38.25 - $43.54 $145,388 - $165,495
3,801 Added 2.04%
189,977 $7.7 Million
Q3 2022

Oct 27, 2022
SELL
$37.65 - $45.9 $77,069 - $93,957
-2,047 Reduced 1.09%
186,176 $7.04 Million
Q2 2022

Jul 08, 2022
BUY
$37.88 - $48.01 $128,072 - $162,321
3,381 Added 1.83%
188,223 $7.34 Million
Q1 2022

Apr 05, 2022
BUY
$44.42 - $51.73 $4.17 Million - $4.85 Million
93,805 Added 103.04%
184,842 $8.75 Million
Q4 2021

Feb 03, 2022
BUY
$48.64 - $55.07 $171,066 - $193,681
3,517 Added 4.02%
91,037 $9.32 Million
Q3 2021

Oct 14, 2021
BUY
$48.3 - $52.49 $180,497 - $196,155
3,737 Added 4.46%
87,520 $8.76 Million
Q2 2021

Jul 07, 2021
BUY
$48.39 - $52.91 $205,318 - $224,497
4,243 Added 5.33%
83,783 $8.73 Million
Q1 2021

Apr 19, 2021
BUY
$43.89 - $52.63 $550,512 - $660,138
12,543 Added 18.72%
79,540 $7.93 Million
Q4 2020

Jan 19, 2021
BUY
$34.66 - $45.17 $211,460 - $275,582
6,101 Added 10.02%
66,997 $5.96 Million
Q3 2020

Oct 14, 2020
BUY
$32.09 - $36.38 $321,734 - $364,745
10,026 Added 19.71%
60,896 $4.16 Million
Q2 2020

Aug 14, 2020
BUY
$23.59 - $35.22 $31,799 - $47,476
1,348 Added 2.72%
50,870 $3.32 Million
Q1 2020

May 04, 2020
SELL
$22.29 - $38.7 $306,844 - $532,744
-13,766 Reduced 21.75%
49,522 $2.55 Million
Q4 2019

Jan 13, 2020
BUY
$33.63 - $38.03 $52,597 - $59,478
1,564 Added 2.53%
63,288 $4.79 Million
Q3 2019

Nov 04, 2019
BUY
$34.78 - $36.12 $106,426 - $110,527
3,060 Added 5.22%
61,724 $4.3 Million
Q2 2019

Jul 25, 2019
BUY
N/A
7,362 Added 14.35%
58,664 $4.19 Million
Q1 2019

Apr 17, 2019
BUY
N/A
4,472 Added 9.55%
51,302 $3.59 Million
Q4 2018

Jan 17, 2019
BUY
N/A
1,452 Added 3.2%
46,830 $2.84 Million
Q3 2018

Oct 09, 2018
BUY
N/A
4,832 Added 11.92%
45,378 $3.46 Million
Q2 2018

Aug 08, 2018
BUY
N/A
6,913 Added 20.55%
40,546 $2.98 Million
Q1 2018

Apr 11, 2018
BUY
N/A
13,122 Added 63.98%
33,633 $2.33 Million
Q4 2017

Jan 12, 2018
BUY
N/A
9,989 Added 94.93%
20,511 $1.43 Million
Q3 2017

Oct 12, 2017
BUY
N/A
10,522
10,522 $709,000

Others Institutions Holding SCHA

# of Institutions
1,271
Shares Held
251M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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