Appleton Partners Inc Schwab Strategic Tr Us Small C Transaction History
Appleton Partners Inc
- $1.3 Billion
- Q2 2024
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 212,228 shares of SCHA stock, worth $10.9 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
212,228
Previous 216,811
2.11%
Holding current value
$10.9 Million
Previous $10.7 Million
5.68%
% of portfolio
0.78%
Previous 0.83%
Shares
28 transactions
Others Institutions Holding SCHA
# of Institutions
1,117Shares Held
226MCall Options Held
56KPut Options Held
18.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.93 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.1 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$614 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$541 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$443 Million0.1% of portfolio