Appleton Partners Inc Schwab Strategic Tr Us Emergin Transaction History
Appleton Partners Inc
- $1.35 Billion
- Q4 2024
A detailed history of Appleton Partners Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Appleton Partners Inc holds 10,630 shares of SCHE stock, worth $296,577. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,630
Previous 10,953
2.95%
Holding current value
$296,577
Previous $320,000
11.56%
% of portfolio
0.02%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding SCHE
# of Institutions
821Shares Held
142MCall Options Held
24.8KPut Options Held
200-
Creative Planning Overland Park, KS20.4MShares$570 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$522 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$233 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.3 Million0.14% of portfolio