Appleton Partners Inc Schwab Strategic U.S. Reit ETF Transaction History
Appleton Partners Inc
- $1.36 Billion
- Q3 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 199,554 shares of SCHH stock, worth $4.17 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
199,554
Previous 201,144
0.79%
Holding current value
$4.17 Million
Previous $4.02 Million
15.11%
% of portfolio
0.34%
Previous 0.31%
Shares
29 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.11 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$576 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$537 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$158 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$146 Million0.58% of portfolio