Appleton Partners Inc Schwab Strategic U.S. Reit ETF Transaction History

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024

A detailed history of Appleton Partners Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Appleton Partners Inc holds 199,554 shares of SCHH stock, worth $4.54 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
199,554
Previous 201,144 0.79%
Holding current value
$4.54 Million
Previous $4.02 Million 15.11%
% of portfolio
0.34%
Previous 0.31%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 01, 2024
SELL
$19.78 - $23.53 $31,450 - $37,412
-1,590 Reduced 0.79%
199,554 $4.62 Million
Q2 2024

Jul 02, 2024
BUY
$18.53 - $20.2 $33,557 - $36,582
1,811 Added 0.91%
201,144 $4.02 Million
Q1 2024

Apr 01, 2024
BUY
$19.39 - $20.93 $233,591 - $252,143
12,047 Added 6.43%
199,333 $4.05 Million
Q4 2023

Jan 02, 2024
BUY
$16.76 - $20.95 $97,006 - $121,258
5,788 Added 3.19%
187,286 $3.88 Million
Q3 2023

Oct 03, 2023
BUY
$17.52 - $20.27 $31,203 - $36,100
1,781 Added 0.99%
181,498 $3.22 Million
Q2 2023

Jul 10, 2023
BUY
$18.34 - $19.64 $68,188 - $73,021
3,718 Added 2.11%
179,717 $3.51 Million
Q1 2023

Apr 10, 2023
BUY
$18.01 - $21.78 $38,361 - $46,391
2,130 Added 1.23%
175,999 $3.43 Million
Q4 2022

Jan 19, 2023
BUY
$17.68 - $20.46 $119,357 - $138,125
6,751 Added 4.04%
173,869 $3.35 Million
Q3 2022

Oct 27, 2022
BUY
$18.45 - $23.6 $102,120 - $130,626
5,535 Added 3.43%
167,118 $3.12 Million
Q2 2022

Jul 08, 2022
BUY
$20.18 - $25.97 $74,363 - $95,699
3,685 Added 2.33%
161,583 $3.41 Million
Q1 2022

Apr 05, 2022
BUY
$22.75 - $26.16 $1.85 Million - $2.13 Million
81,328 Added 106.21%
157,898 $3.93 Million
Q4 2021

Feb 03, 2022
BUY
$22.99 - $26.35 $36,278 - $41,580
1,578 Added 2.1%
76,570 $4.03 Million
Q3 2021

Oct 14, 2021
BUY
$22.84 - $24.92 $64,294 - $70,149
2,815 Added 3.9%
74,992 $3.43 Million
Q2 2021

Jul 07, 2021
BUY
$20.92 - $23.68 $84,558 - $95,714
4,042 Added 5.93%
72,177 $3.31 Million
Q1 2021

Apr 19, 2021
BUY
$18.25 - $20.79 $109,062 - $124,241
5,976 Added 9.61%
68,135 $2.8 Million
Q4 2020

Jan 19, 2021
SELL
$17.04 - $19.33 $13,274 - $15,058
-779 Reduced 1.24%
62,159 $2.36 Million
Q3 2020

Oct 14, 2020
SELL
$16.99 - $18.73 $109,925 - $121,183
-6,470 Reduced 9.32%
62,938 $2.23 Million
Q2 2020

Aug 14, 2020
SELL
$14.77 - $20.35 $85,666 - $118,030
-5,800 Reduced 7.71%
69,408 $2.45 Million
Q1 2020

May 04, 2020
BUY
$13.54 - $24.27 $2,410 - $4,320
178 Added 0.24%
75,208 $2.46 Million
Q4 2019

Jan 13, 2020
BUY
$22.24 - $24.07 $7,606 - $8,231
342 Added 0.46%
75,030 $3.45 Million
Q3 2019

Nov 04, 2019
BUY
$23.18 - $23.61 $8,043 - $8,192
347 Added 0.47%
74,688 $3.52 Million
Q2 2019

Jul 25, 2019
BUY
N/A
4,100 Added 5.84%
74,341 $3.3 Million
Q1 2019

Apr 17, 2019
BUY
N/A
1,984 Added 2.91%
70,241 $3.12 Million
Q4 2018

Jan 17, 2019
BUY
N/A
2,268 Added 3.44%
68,257 $2.63 Million
Q3 2018

Oct 09, 2018
BUY
N/A
10 Added 0.02%
65,989 $2.75 Million
Q2 2018

Aug 08, 2018
BUY
N/A
2,862 Added 4.53%
65,979 $2.76 Million
Q1 2018

Apr 11, 2018
BUY
N/A
3,244 Added 5.42%
63,117 $2.41 Million
Q4 2017

Jan 12, 2018
BUY
N/A
1,943 Added 3.35%
59,873 $2.49 Million
Q3 2017

Oct 12, 2017
BUY
N/A
57,930
57,930 $2.38 Million

Others Institutions Holding SCHH

# of Institutions
515
Shares Held
256M
Call Options Held
28.4K
Put Options Held
83.1K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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