Appleton Partners Inc Schwab Strategic Tr Us Dividen Transaction History
Appleton Partners Inc
- $1.3 Billion
- Q2 2024
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 8,519 shares of SCHD stock, worth $698,558. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,519
Previous 8,932
4.62%
Holding current value
$698,558
Previous $720,000
8.06%
% of portfolio
0.05%
Previous 0.06%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$917 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$834 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$760 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$733 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$678 Million4.66% of portfolio