A detailed history of Appleton Partners Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Appleton Partners Inc holds 7,031 shares of SCHV stock, worth $203,406. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,031
Holding current value
$203,406
% of portfolio
0.01%

Shares

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

Nov 05, 2025

BUY
$27.61 - $29.15 $194,125 - $204,953
7,031 New
7,031 $205,000
Q1 2025

Apr 22, 2025

BUY
$25.77 - $27.6 $204,098 - $218,592
7,920 New
7,920 $211,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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