Appleton Partners Inc Schwab Strategic U.S. Reit ETF Transaction History
Appleton Partners Inc
- $1.3 Billion
- Q2 2024
A detailed history of Appleton Partners Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Appleton Partners Inc holds 201,144 shares of SCHH stock, worth $3.99 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
201,144
Previous 199,333
0.91%
Holding current value
$3.99 Million
Previous $4.05 Million
0.72%
% of portfolio
0.31%
Previous 0.31%
Shares
28 transactions
Others Institutions Holding SCHH
# of Institutions
505Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$565 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio