Appleton Partners Inc Schwab Strategic Tr Us Emergin Transaction History

Appleton Partners Inc

  • $1.3 Billion
  • Q2 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 10,888 shares of SCHE stock, worth $288,532. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,888
Previous 17,405 37.44%
Holding current value
$288,532
Previous $439,000 34.17%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jul 02, 2024
SELL
$24.67 - $27.2 $160,774 - $177,262
-6,517 Reduced 37.44%
10,888 $289,000
Q1 2024

Apr 01, 2024
BUY
$23.47 - $25.45 $121,058 - $131,271
5,158 Added 42.12%
17,405 $439,000
Q4 2023

Jan 02, 2024
BUY
$23.04 - $24.89 $30,412 - $32,854
1,320 Added 12.08%
12,247 $304,000
Q3 2023

Oct 03, 2023
SELL
$23.83 - $26.11 $1,310 - $1,436
-55 Reduced 0.5%
10,927 $262,000
Q2 2023

Jul 10, 2023
BUY
$23.66 - $25.54 $496 - $536
21 Added 0.19%
10,982 $270,000
Q1 2023

Apr 10, 2023
SELL
$23.32 - $26.39 $12,872 - $14,567
-552 Reduced 4.79%
10,961 $269,000
Q4 2022

Jan 19, 2023
BUY
$22.0 - $24.95 $45,452 - $51,546
2,066 Added 21.87%
11,513 $273,000
Q3 2022

Oct 27, 2022
SELL
N/A
-156 Reduced 1.62%
9,447 $212,000
Q2 2022

Jul 08, 2022
SELL
N/A
-185 Reduced 1.89%
9,603 $244,000
Q1 2022

Apr 05, 2022
BUY
N/A
367 Added 3.9%
9,788 $272,000
Q3 2021

Oct 14, 2021
BUY
N/A
472 Added 5.27%
9,421 $287,000
Q2 2021

Jul 07, 2021
BUY
N/A
169 Added 1.92%
8,949 $294,000
Q1 2021

Apr 19, 2021
BUY
N/A
8,780 New
8,780 $279,000

Others Institutions Holding SCHE

# of Institutions
765
Shares Held
236M
Call Options Held
26.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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