Appleton Partners Inc Schwab Strategic Tr Us Large C Transaction History

Appleton Partners Inc

  • $1.3 Billion
  • Q2 2024

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 651,654 shares of SCHX stock, worth $44.1 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares
651,654
Previous 663,535 1.79%
Holding current value
$44.1 Million
Previous $41.2 Million 1.68%
% of portfolio
3.22%
Previous 3.2%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
SELL
$58.7 - $64.78 $697,414 - $769,651
-11,881 Reduced 1.79%
651,654 $41.9 Million
Q1 2024

Apr 01, 2024
BUY
$55.41 - $62.08 $93,809 - $105,101
1,693 Added 0.26%
663,535 $41.2 Million
Q4 2023

Jan 02, 2024
BUY
$48.47 - $56.6 $1.7 Million - $1.98 Million
35,007 Added 5.58%
661,842 $37.3 Million
Q3 2023

Oct 03, 2023
BUY
$50.36 - $54.21 $160,245 - $172,496
3,182 Added 0.51%
626,835 $31.7 Million
Q2 2023

Jul 10, 2023
SELL
$47.67 - $52.37 $1.36 Million - $1.49 Million
-28,511 Reduced 4.37%
623,653 $32.7 Million
Q1 2023

Apr 10, 2023
SELL
$44.78 - $49.41 $282,830 - $312,073
-6,316 Reduced 0.96%
652,164 $31.5 Million
Q4 2022

Jan 19, 2023
BUY
$42.25 - $48.16 $332,254 - $378,730
7,864 Added 1.21%
658,480 $29.7 Million
Q3 2022

Oct 27, 2022
BUY
$42.35 - $51.01 $470,000 - $566,108
11,098 Added 1.74%
650,616 $27.6 Million
Q2 2022

Jul 08, 2022
BUY
$43.35 - $54.51 $707,081 - $889,112
16,311 Added 2.62%
639,518 $28.6 Million
Q1 2022

Apr 05, 2022
BUY
$49.51 - $57.27 $15.6 Million - $18 Million
314,957 Added 102.18%
623,207 $33.6 Million
Q4 2021

Feb 03, 2022
BUY
$51.9 - $57.29 $162,187 - $179,031
3,125 Added 1.02%
308,250 $35.1 Million
Q3 2021

Oct 14, 2021
BUY
$51.52 - $54.94 $372,695 - $397,435
7,234 Added 2.43%
305,125 $31.7 Million
Q2 2021

Jul 07, 2021
BUY
$48.62 - $52.01 $197,834 - $211,628
4,069 Added 1.38%
297,891 $31 Million
Q1 2021

Apr 19, 2021
BUY
$44.9 - $48.34 $789,521 - $850,010
17,584 Added 6.37%
293,822 $28.2 Million
Q4 2020

Jan 19, 2021
BUY
$39.35 - $45.48 $108,763 - $125,706
2,764 Added 1.01%
276,238 $25.1 Million
Q3 2020

Oct 14, 2020
BUY
$37.26 - $43.03 $496,005 - $572,815
13,312 Added 5.12%
273,474 $22.1 Million
Q2 2020

Aug 14, 2020
BUY
$29.25 - $38.76 $85,146 - $112,830
2,911 Added 1.13%
260,162 $19.3 Million
Q1 2020

May 04, 2020
SELL
$26.61 - $40.52 $1.62 Million - $2.47 Million
-61,052 Reduced 19.18%
257,251 $15.8 Million
Q4 2019

Jan 13, 2020
BUY
$34.42 - $38.54 $698,416 - $782,015
20,291 Added 6.81%
318,303 $24.4 Million
Q3 2019

Nov 04, 2019
BUY
$35.28 - $36.01 $1.05 Million - $1.08 Million
29,867 Added 11.14%
298,012 $21.1 Million
Q2 2019

Jul 25, 2019
BUY
N/A
38,717 Added 16.88%
268,145 $18.8 Million
Q1 2019

Apr 17, 2019
BUY
N/A
32,387 Added 16.44%
229,428 $15.5 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-30,767 Reduced 13.51%
197,041 $11.8 Million
Q3 2018

Oct 09, 2018
BUY
N/A
24,824 Added 12.23%
227,808 $15.8 Million
Q2 2018

Aug 08, 2018
BUY
N/A
57,780 Added 39.79%
202,984 $13.2 Million
Q1 2018

Apr 11, 2018
BUY
N/A
74,596 Added 105.65%
145,204 $9.16 Million
Q4 2017

Jan 12, 2018
BUY
N/A
65,670 Added 1329.89%
70,608 $4.5 Million
Q3 2017

Oct 12, 2017
BUY
N/A
4,938
4,938 $297,000

Others Institutions Holding SCHX

# of Institutions
1,314
Shares Held
447M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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