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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
SELL
$57.57 - $63.3 $19,516 - $21,458
-339 Reduced 5.35%
5,996 $377,000
Q1 2024

Apr 01, 2024
SELL
$54.61 - $61.05 $30,690 - $34,310
-562 Reduced 8.15%
6,335 $387,000
Q4 2023

Jan 02, 2024
SELL
$47.61 - $55.91 $26,709 - $31,365
-561 Reduced 7.52%
6,897 $384,000
Q3 2023

Oct 03, 2023
SELL
$49.59 - $53.57 $72,153 - $77,944
-1,455 Reduced 16.32%
7,458 $372,000
Q2 2023

Jul 10, 2023
SELL
$47.08 - $51.7 $10,781 - $11,839
-229 Reduced 2.5%
8,913 $461,000
Q4 2022

Jan 19, 2023
BUY
$43.88 - $47.81 $401,150 - $437,079
9,142 New
9,142 $410,000

Others Institutions Holding SCHB

# of Institutions
1,145
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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