Appleton Partners Inc Schwab Strategic Tr Us Dividen Transaction History

Appleton Partners Inc

  • $1.35 Billion
  • Q4 2024

A detailed history of Appleton Partners Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Appleton Partners Inc holds 24,619 shares of SCHD stock, worth $683,177. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,619
Previous 8,458 191.07%
Holding current value
$683,177
Previous $715,000 5.87%
% of portfolio
0.05%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $435,215 - $1.37 Million
16,161 Added 191.07%
24,619 $673,000
Q3 2024

Oct 01, 2024
SELL
$77.02 - $85.06 $4,698 - $5,188
-61 Reduced 0.72%
8,458 $715,000
Q2 2024

Jul 02, 2024
SELL
$75.81 - $80.15 $31,309 - $33,101
-413 Reduced 4.62%
8,519 $662,000
Q1 2024

Apr 01, 2024
BUY
$75.25 - $80.63 $25,660 - $27,494
341 Added 3.97%
8,932 $720,000
Q4 2023

Jan 02, 2024
SELL
$66.9 - $76.32 $48,301 - $55,103
-722 Reduced 7.75%
8,591 $654,000
Q3 2023

Oct 03, 2023
SELL
$70.63 - $75.66 $76,421 - $81,864
-1,082 Reduced 10.41%
9,313 $659,000
Q2 2023

Jul 10, 2023
SELL
$69.18 - $73.94 $4,565 - $4,880
-66 Reduced 0.63%
10,395 $755,000
Q1 2023

Apr 10, 2023
SELL
$70.28 - $78.03 $18,553 - $20,599
-264 Reduced 2.46%
10,461 $765,000
Q4 2022

Jan 19, 2023
BUY
$67.16 - $79.06 $182,675 - $215,043
2,720 Added 33.98%
10,725 $810,000
Q3 2022

Oct 27, 2022
BUY
$66.43 - $77.87 $26,704 - $31,303
402 Added 5.29%
8,005 $532,000
Q2 2022

Jul 08, 2022
BUY
$70.31 - $80.24 $199,961 - $228,202
2,844 Added 59.76%
7,603 $545,000
Q1 2022

Apr 05, 2022
BUY
$75.14 - $81.94 $48,916 - $53,342
651 Added 15.85%
4,759 $375,000
Q4 2021

Feb 03, 2022
BUY
$74.93 - $80.86 $1,123 - $1,212
15 Added 0.37%
4,108 $332,000
Q3 2021

Oct 14, 2021
BUY
$74.23 - $78.13 $48,620 - $51,175
655 Added 19.05%
4,093 $304,000
Q2 2021

Jul 07, 2021
BUY
$73.32 - $77.65 $14,663 - $15,530
200 Added 6.18%
3,438 $260,000
Q1 2021

Apr 19, 2021
SELL
$63.23 - $73.67 $38,886 - $45,307
-615 Reduced 15.96%
3,238 $236,000
Q4 2020

Jan 19, 2021
SELL
$54.8 - $65.16 $53,978 - $64,182
-985 Reduced 20.36%
3,853 $247,000
Q1 2020

May 04, 2020
BUY
$39.5 - $59.28 $30,099 - $45,171
762 Added 18.69%
4,838 $218,000
Q4 2019

Jan 13, 2020
BUY
$52.87 - $58.15 $9,516 - $10,467
180 Added 4.62%
4,076 $236,000
Q1 2019

Apr 17, 2019
BUY
N/A
3,896 New
3,896 $204,000

Others Institutions Holding SCHD

# of Institutions
1,890
Shares Held
619M
Call Options Held
3.32M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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