Appleton Partners Inc Schwab Strategic Tr Us Large C Transaction History

Appleton Partners Inc

$1.29 Billion
Q1 2025

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 7,920 shares of SCHV stock, worth $198,633. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,920

Holding current value

$198,633

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

# of Institutions

897

Shares Held

328M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

55.4M
Shares

$1.39 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$976 Million
1.35% of portfolio
Mather Group, Llc. Chicago, IL

32M
Shares

$802 Million
10.86% of portfolio
Envestnet Asset Management Inc

15.9M
Shares

$399 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$254 Million
0.66% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Appleton Partners Inc Schwab Strategic Tr Us Large C Transaction History