Ownership history in APPLETON PARTNERS INC/MA · 36 quarters on record
This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in SCHWAB STRATEGIC TR (SCHX). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,846,376 | -17,013 | -0.9% | 3.27% | $49.7M | $26.91 |
| 2025 Q3 | REDUCED | 1,863,389 | -951 | -0.1% | 3.29% | $49.1M | $26.26 |
| 2025 Q2 | REDUCED | 1,864,340 | -34,387 | -1.8% | 3.22% | $45.6M | $24.30 |
| 2025 Q1 | REDUCED | 1,898,727 | -22,579 | -1.2% | 3.24% | $41.9M | $21.89 |
| 2024 Q4 | ADDED | 1,921,306 | +1,277,052 | +198.2% | 3.29% | $44.5M | $22.91 |
| 2024 Q3 | REDUCED | 644,254 | -7,400 | -1.1% | 3.22% | $43.7M | $22.28 |
| 2024 Q2 | REDUCED | 651,654 | -11,881 | -1.8% | 3.22% | $41.9M | $21.03 |
| 2024 Q1 | ADDED | 663,535 | +1,693 | +0.3% | 3.20% | $41.2M | $20.25 |
| 2023 Q4 | ADDED | 661,842 | +35,007 | +5.6% | 3.01% | $37.3M | $18.35 |
| 2023 Q3 | ADDED | 626,835 | +3,182 | +0.5% | 2.82% | $31.7M | $16.39 |
As of 2025 Q4 — sorted by position size