SCHF — SCHWAB STRATEGIC TR INTL EQTY

Ownership history in APPLETON PARTNERS INC/MA  ·  33 quarters on record

This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in SCHWAB STRATEGIC TR INTL EQTY (SCHF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.36% (2025 Q4)
Avg. % of fund
1.2%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 860,686 -3,676 -0.4% 1.36% $20.7M $24.04
2025 Q3 ADDED 864,362 +5,795 +0.7% 1.35% $20.1M $22.63
2025 Q2 ADDED 858,567 +3,206 +0.4% 1.34% $19.0M $21.49
2025 Q1 REDUCED 855,361 -5,581 -0.6% 1.31% $16.9M $19.10
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHF price (monthly, adj. close)

Other funds also holding SCHF

As of 2025 Q4 — sorted by position size

Blue Barn Wealth, LLC 3Y 19.85% Evergreen Advisors, LLC 3Y 7Y 14.37% BUSH INVESTMENT GROUP, LLC 13.93% ZynergyRetirementPlanningLLC 13.91% Riverpoint Wealth Management Holdings, LLC 3Y 7Y 12.03% BRANDYWINE OAK PRIVATE WEALTH LLC 3Y 7Y 11.95% Empower Advisory Group, LLC 11.74% Red Tortoise LLC 3Y 11.64% Koesten, Hirschmann & Crabtree, INC. 3Y 11.42% Gemmer Asset Management LLC 3Y 7Y 11.01%
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