Appleton Partners Inc Schwab Strategic Tr Us Broad M Transaction History
Appleton Partners Inc
- $1.3 Billion
- Q2 2024
A detailed history of Appleton Partners Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Appleton Partners Inc holds 5,996 shares of SCHB stock, worth $381,465. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,996
Previous 6,335
5.35%
Holding current value
$381,465
Previous $387,000
2.58%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio