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

Appleton Partners Inc

  • $1.3 Billion
  • Q2 2024

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 3,355 shares of SCHM stock, worth $261,388. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,355
Previous 3,863 13.15%
Holding current value
$261,388
Previous $315,000 17.14%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
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More about SCHM
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