Appleton Partners Inc Schwab Strategic Tr Us Large C Transaction History

Appleton Partners Inc

  • $1.36 Billion
  • Q3 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 16,891 shares of SCHG stock, worth $451,496. This represents 0.13% of its overall portfolio holdings.

Number of Shares
16,891
Previous 16,916 0.15%
Holding current value
$451,496
Previous $1.71 Million 3.17%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 01, 2024
SELL
$92.63 - $105.69 $2,315 - $2,642
-25 Reduced 0.15%
16,891 $1.76 Million
Q2 2024

Jul 02, 2024
SELL
$87.04 - $101.61 $36,556 - $42,676
-420 Reduced 2.42%
16,916 $1.71 Million
Q1 2024

Apr 01, 2024
SELL
$80.6 - $93.32 $28,209 - $32,661
-350 Reduced 1.98%
17,336 $1.61 Million
Q4 2023

Jan 02, 2024
SELL
$70.08 - $83.37 $12,264 - $14,589
-175 Reduced 0.98%
17,686 $1.47 Million
Q3 2023

Oct 03, 2023
SELL
$71.99 - $78.02 $24,476 - $26,526
-340 Reduced 1.87%
17,861 $1.3 Million
Q4 2022

Jan 19, 2023
BUY
$54.31 - $60.76 $792,926 - $887,096
14,600 Added 405.44%
18,201 $1.01 Million
Q3 2022

Oct 27, 2022
SELL
$55.81 - $69.25 $30,193 - $37,464
-541 Reduced 13.06%
3,601 $201,000
Q2 2022

Jul 08, 2022
SELL
$55.73 - $76.55 $94,016 - $129,139
-1,687 Reduced 28.94%
4,142 $240,000
Q1 2022

Apr 05, 2022
BUY
$65.63 - $82.62 $302,029 - $380,217
4,602 Added 375.06%
5,829 $436,000
Q4 2021

Feb 03, 2022
SELL
$73.11 - $83.4 $10,235 - $11,676
-140 Reduced 10.24%
1,227 $201,000
Q3 2021

Oct 14, 2021
BUY
$73.24 - $78.94 $100,119 - $107,910
1,367 New
1,367 $202,000

Others Institutions Holding SCHG

# of Institutions
1,278
Shares Held
172M
Call Options Held
87.6K
Put Options Held
27.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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