Appleton Partners Inc Schwab Strategic Tr Us Dividen Transaction History

Appleton Partners Inc

  • $1.41 Billion
  • Q2 2025

A detailed history of Appleton Partners Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Appleton Partners Inc holds 24,319 shares of SCHD stock, worth $666,583. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,319
Previous 24,369 0.21%
Holding current value
$666,583
Previous $681,000 5.43%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 22, 2025
SELL
$24.32 - $27.87 $1,216 - $1,393
-50 Reduced 0.21%
24,319 $644,000
Q1 2025

Apr 22, 2025
SELL
$27.01 - $28.54 $6,752 - $7,135
-250 Reduced 1.02%
24,369 $681,000
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $435,215 - $1.37 Million
16,161 Added 191.07%
24,619 $673,000
Q3 2024

Oct 01, 2024
SELL
$77.02 - $85.06 $4,698 - $5,188
-61 Reduced 0.72%
8,458 $715,000
Q2 2024

Jul 02, 2024
SELL
$75.81 - $80.15 $31,309 - $33,101
-413 Reduced 4.62%
8,519 $662,000
Q1 2024

Apr 01, 2024
BUY
$75.25 - $80.63 $25,660 - $27,494
341 Added 3.97%
8,932 $720,000
Q4 2023

Jan 02, 2024
SELL
$66.9 - $76.32 $48,301 - $55,103
-722 Reduced 7.75%
8,591 $654,000
Q3 2023

Oct 03, 2023
SELL
$70.63 - $75.66 $76,421 - $81,864
-1,082 Reduced 10.41%
9,313 $659,000
Q2 2023

Jul 10, 2023
SELL
$69.18 - $73.94 $4,565 - $4,880
-66 Reduced 0.63%
10,395 $755,000
Q1 2023

Apr 10, 2023
SELL
$70.28 - $78.03 $18,553 - $20,599
-264 Reduced 2.46%
10,461 $765,000
Q4 2022

Jan 19, 2023
BUY
$67.16 - $79.06 $182,675 - $215,043
2,720 Added 33.98%
10,725 $810,000
Q3 2022

Oct 27, 2022
BUY
$66.43 - $77.87 $26,704 - $31,303
402 Added 5.29%
8,005 $532,000
Q2 2022

Jul 08, 2022
BUY
$70.31 - $80.24 $199,961 - $228,202
2,844 Added 59.76%
7,603 $545,000
Q1 2022

Apr 05, 2022
BUY
$75.14 - $81.94 $48,916 - $53,342
651 Added 15.85%
4,759 $375,000
Q4 2021

Feb 03, 2022
BUY
$74.93 - $80.86 $1,123 - $1,212
15 Added 0.37%
4,108 $332,000
Q3 2021

Oct 14, 2021
BUY
$74.23 - $78.13 $48,620 - $51,175
655 Added 19.05%
4,093 $304,000
Q2 2021

Jul 07, 2021
BUY
$73.32 - $77.65 $14,663 - $15,530
200 Added 6.18%
3,438 $260,000
Q1 2021

Apr 19, 2021
SELL
$63.23 - $73.67 $38,886 - $45,307
-615 Reduced 15.96%
3,238 $236,000
Q4 2020

Jan 19, 2021
SELL
$54.8 - $65.16 $53,978 - $64,182
-985 Reduced 20.36%
3,853 $247,000
Q1 2020

May 04, 2020
BUY
$39.5 - $59.28 $30,099 - $45,171
762 Added 18.69%
4,838 $218,000
Q4 2019

Jan 13, 2020
BUY
$52.87 - $58.15 $9,516 - $10,467
180 Added 4.62%
4,076 $236,000
Q1 2019

Apr 17, 2019
BUY
N/A
3,896 New
3,896 $204,000

Others Institutions Holding SCHD

# of Institutions
2,013
Shares Held
891M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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