Appleton Partners Inc Schwab Strategic Tr Us Broad M Transaction History

Appleton Partners Inc

  • $1.52 Billion
  • Q4 2025

A detailed history of Appleton Partners Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Appleton Partners Inc holds 16,043 shares of SCHB stock, worth $414,230. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,043
Previous 15,379 4.32%
Holding current value
$414,230
Previous $395,000 6.58%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
BUY
$25.2 - $26.46 $16,732 - $17,569
664 Added 4.32%
16,043 $421,000
Q3 2025

Nov 05, 2025
SELL
$23.82 - $25.84 $4,049 - $4,392
-170 Reduced 1.09%
15,379 $395,000
Q2 2025

Jul 22, 2025
SELL
$19.1 - $23.83 $1,719 - $2,144
-90 Reduced 0.58%
15,549 $371,000
Q1 2025

Apr 22, 2025
SELL
$21.23 - $23.75 $4,500 - $5,035
-212 Reduced 1.34%
15,639 $337,000
Q4 2024

Jan 28, 2025
BUY
$22.01 - $66.82 $226,835 - $688,646
10,306 Added 185.86%
15,851 $360,000
Q3 2024

Oct 01, 2024
SELL
$59.93 - $66.52 $27,028 - $30,000
-451 Reduced 7.52%
5,545 $369,000
Q2 2024

Jul 02, 2024
SELL
$57.57 - $63.3 $19,516 - $21,458
-339 Reduced 5.35%
5,996 $377,000
Q1 2024

Apr 01, 2024
SELL
$54.61 - $61.05 $30,690 - $34,310
-562 Reduced 8.15%
6,335 $387,000
Q4 2023

Jan 02, 2024
SELL
$47.61 - $55.91 $26,709 - $31,365
-561 Reduced 7.52%
6,897 $384,000
Q3 2023

Oct 03, 2023
SELL
$49.59 - $53.57 $72,153 - $77,944
-1,455 Reduced 16.32%
7,458 $372,000
Q2 2023

Jul 10, 2023
SELL
$47.08 - $51.7 $10,781 - $11,839
-229 Reduced 2.5%
8,913 $461,000
Q4 2022

Jan 19, 2023
BUY
$41.94 - $47.81 $383,415 - $437,079
9,142 New
9,142 $410,000

Others Institutions Holding SCHB

# of Institutions
1,394
Shares Held
495M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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