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

Appleton Partners Inc

  • $1.49 Billion
  • Q3 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 7,977 shares of SCHM stock, worth $232,609. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,977
Previous 13,784 42.13%
Holding current value
$232,609
Previous $387,000 39.02%
% of portfolio
0.02%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$28.15 - $30.13 $163,467 - $174,964
-5,807 Reduced 42.13%
7,977 $236,000
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
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email