Appleton Partners Inc Schwab Strategic U.S. Reit ETF Transaction History
Appleton Partners Inc
- $1.35 Billion
- Q4 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 199,386 shares of SCHH stock, worth $4.25 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
199,386
Previous 199,554
0.08%
Holding current value
$4.25 Million
Previous $4.62 Million
9.19%
% of portfolio
0.31%
Previous 0.34%
Shares
30 transactions
Others Institutions Holding SCHH
# of Institutions
557Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.15 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$606 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$517 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$163 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$154 Million0.55% of portfolio