Appleton Partners Inc Schwab Strategic Tr Us Small C Transaction History

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024

A detailed history of Appleton Partners Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Appleton Partners Inc holds 213,677 shares of SCHA stock, worth $5.54 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
213,677
Previous 212,228 0.68%
Holding current value
$5.54 Million
Previous $10.1 Million 9.28%
% of portfolio
0.81%
Previous 0.78%

Shares

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

Oct 01, 2024
BUY
$46.9 - $51.96 $67,958 - $75,290
1,449 Added 0.68%
213,677 $11 Million
Q2 2024

Jul 02, 2024
SELL
$45.24 - $49.04 $207,334 - $224,750
-4,583 Reduced 2.11%
212,228 $10.1 Million
Q1 2024

Apr 01, 2024
BUY
$44.84 - $49.24 $344,550 - $378,360
7,684 Added 3.67%
216,811 $10.7 Million
Q4 2023

Jan 02, 2024
BUY
$38.13 - $48.02 $723,097 - $910,651
18,964 Added 9.97%
209,127 $9.88 Million
Q3 2023

Oct 03, 2023
BUY
$40.85 - $46.1 $32,067 - $36,188
785 Added 0.41%
190,163 $7.88 Million
Q2 2023

Jul 10, 2023
BUY
$39.91 - $43.82 $15,485 - $17,002
388 Added 0.21%
189,378 $8.3 Million
Q1 2023

Apr 10, 2023
SELL
$39.82 - $46.36 $39,302 - $45,757
-987 Reduced 0.52%
188,990 $7.92 Million
Q4 2022

Jan 19, 2023
BUY
$38.25 - $43.54 $145,388 - $165,495
3,801 Added 2.04%
189,977 $7.7 Million
Q3 2022

Oct 27, 2022
SELL
$37.65 - $45.9 $77,069 - $93,957
-2,047 Reduced 1.09%
186,176 $7.04 Million
Q2 2022

Jul 08, 2022
BUY
$37.88 - $48.01 $128,072 - $162,321
3,381 Added 1.83%
188,223 $7.34 Million
Q1 2022

Apr 05, 2022
BUY
$44.42 - $51.73 $4.17 Million - $4.85 Million
93,805 Added 103.04%
184,842 $8.75 Million
Q4 2021

Feb 03, 2022
BUY
$48.64 - $55.07 $171,066 - $193,681
3,517 Added 4.02%
91,037 $9.32 Million
Q3 2021

Oct 14, 2021
BUY
$48.3 - $52.49 $180,497 - $196,155
3,737 Added 4.46%
87,520 $8.76 Million
Q2 2021

Jul 07, 2021
BUY
$48.39 - $52.91 $205,318 - $224,497
4,243 Added 5.33%
83,783 $8.73 Million
Q1 2021

Apr 19, 2021
BUY
$43.89 - $52.63 $550,512 - $660,138
12,543 Added 18.72%
79,540 $7.93 Million
Q4 2020

Jan 19, 2021
BUY
$34.66 - $45.17 $211,460 - $275,582
6,101 Added 10.02%
66,997 $5.96 Million
Q3 2020

Oct 14, 2020
BUY
$32.09 - $36.38 $321,734 - $364,745
10,026 Added 19.71%
60,896 $4.16 Million
Q2 2020

Aug 14, 2020
BUY
$23.59 - $35.22 $31,799 - $47,476
1,348 Added 2.72%
50,870 $3.32 Million
Q1 2020

May 04, 2020
SELL
$22.29 - $38.7 $306,844 - $532,744
-13,766 Reduced 21.75%
49,522 $2.55 Million
Q4 2019

Jan 13, 2020
BUY
$33.63 - $38.03 $52,597 - $59,478
1,564 Added 2.53%
63,288 $4.79 Million
Q3 2019

Nov 04, 2019
BUY
$34.78 - $36.12 $106,426 - $110,527
3,060 Added 5.22%
61,724 $4.3 Million
Q2 2019

Jul 25, 2019
BUY
N/A
7,362 Added 14.35%
58,664 $4.19 Million
Q1 2019

Apr 17, 2019
BUY
N/A
4,472 Added 9.55%
51,302 $3.59 Million
Q4 2018

Jan 17, 2019
BUY
N/A
1,452 Added 3.2%
46,830 $2.84 Million
Q3 2018

Oct 09, 2018
BUY
N/A
4,832 Added 11.92%
45,378 $3.46 Million
Q2 2018

Aug 08, 2018
BUY
N/A
6,913 Added 20.55%
40,546 $2.98 Million
Q1 2018

Apr 11, 2018
BUY
N/A
13,122 Added 63.98%
33,633 $2.33 Million
Q4 2017

Jan 12, 2018
BUY
N/A
9,989 Added 94.93%
20,511 $1.43 Million
Q3 2017

Oct 12, 2017
BUY
N/A
10,522
10,522 $709,000

Others Institutions Holding SCHA

# of Institutions
1,131
Shares Held
234M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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