Appleton Partners Inc Schwab Strategic U.S. Mid Cap Transaction History

Appleton Partners Inc

$1.41 Billion
Q2 2025

A detailed history of Appleton Partners Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Appleton Partners Inc holds 13,784 shares of SCHM stock, worth $411,176. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,784

Previous 9,941 38.66%

Holding current value

$411,176

Previous $260,000 48.85%

% of portfolio

0.03%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$22.92 - $28.05 $88,081 - $107,796	3,843 Added 38.66%	13,784 $387,000
Q1 2025 Apr 22, 2025	SELL	$25.58 - $29.24 $3,146 - $3,596	-123 Reduced 1.22%	9,941 $260,000
Q4 2024 Jan 28, 2025	BUY	$27.54 - $83.04 $184,765 - $557,115	6,709 Added 199.97%	10,064 $279,000
Q2 2024 Jul 02, 2024	SELL	$75.69 - $81.19 $38,450 - $41,244	-508 Reduced 13.15%	3,355 $261,000
Q1 2024 Apr 01, 2024	SELL	$72.89 - $81.43 $45,556 - $50,893	-625 Reduced 13.93%	3,863 $315,000
Q4 2023 Jan 02, 2024	BUY	$63.01 - $75.95 $1,008 - $1,215	16 Added 0.36%	4,488 $338,000
Q3 2023 Oct 03, 2023	SELL	$66.75 - $73.98 $21,627 - $23,969	-324 Reduced 6.76%	4,472 $303,000
Q1 2023 Apr 10, 2023	SELL	$64.24 - $73.9 $25,439 - $29,264	-396 Reduced 7.63%	4,796 $325,000
Q4 2022 Jan 19, 2023	BUY	$61.05 - $69.94 $94,261 - $107,987	1,544 Added 42.32%	5,192 $341,000
Q3 2022 Oct 27, 2022	SELL	$60.5 - $72.51 $18,089 - $21,680	-299 Reduced 7.58%	3,648 $221,000
Q4 2021 Feb 03, 2022	SELL	$76.01 - $83.39 $58,831 - $64,543	-774 Reduced 16.39%	3,947 $317,000
Q3 2021 Oct 14, 2021	BUY	$74.65 - $80.95 $130,189 - $141,176	1,744 Added 58.58%	4,721 $362,000
Q4 2020 Jan 19, 2021	BUY	$55.93 - $68.45 $166,503 - $203,775	2,977 New	2,977 $203,000
Q1 2020 May 04, 2020	SELL	$35.83 - $62.24 $147,655 - $256,491	-4,121 Closed	0 $0
Q3 2019 Nov 04, 2019	BUY	$56.23 - $57.59 $337 - $345	6 Added 0.15%	4,121 $233,000
Q2 2019 Jul 25, 2019	BUY	N/A	4,115 New	4,115 $235,000

Others Institutions Holding SCHM

# of Institutions

1,041

Shares Held

284M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Appleton Partners Inc Schwab Strategic U.S. Mid Cap Transaction History