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APPLETON PARTNERS INC
> SCHF
Date | Name | Ticker | Shares | Change | Value | Change | Price |
09/30/2023 | SCHWAB STRATEGIC TRUST | SCHF | 420,791 | 8,726 | 14,290,000 | -400,000 | $33.96 |
06/30/2023 | SCHWAB STRATEGIC TRUST | SCHF | 412,065 | 5,055 | 14,690,000 | 1,890,000 | $35.65 |
06/30/2022 | SCHWAB STRATEGIC TRUST | SCHF | 407,010 | 3,682 | 12,800,000 | -2,010,000 | $31.45 |
03/31/2022 | SCHWAB STRATEGIC TRUST | SCHF | 403,328 | 9,667 | 14,810,000 | -492,000 | $36.72 |
12/31/2021 | SCHWAB STRATEGIC TRUST | SCHF | 393,661 | 8,377 | 15,302,000 | 392,000 | $38.87 |
09/30/2021 | SCHWAB STRATEGIC TRUST | SCHF | 385,284 | 9,206 | 14,910,000 | 762,000 | $38.70 |
06/30/2021 | SCHWAB STRATEGIC TRUST | SCHF | 376,039 | -39 | 14,835,000 | 687,000 | $39.45 |
03/31/2021 | SCHWAB STRATEGIC TRUST | SCHF | 376,078 | 16,238 | 14,148,000 | 1,190,000 | $37.62 |
12/31/2020 | SCHWAB STRATEGIC TRUST | SCHF | 359,840 | 2,927 | 12,958,000 | 1,751,000 | $36.01 |
09/30/2020 | SCHWAB STRATEGIC TRUST | SCHF | 356,913 | 2,696 | 11,207,000 | 669,000 | $31.40 |
06/30/2020 | SCHWAB STRATEGIC TRUST | SCHF | 354,217 | -12,143 | 10,538,000 | 1,071,000 | $29.75 |
03/31/2020 | SCHWAB STRATEGIC TRUST | SCHF | 366,360 | -1,869 | 9,467,000 | -2,917,000 | $25.84 |
12/31/2019 | SCHWAB STRATEGIC TRUST | SCHF | 368,229 | 17,667 | 12,384,000 | 1,215,000 | $33.63 |
09/30/2019 | SCHWAB STRATEGIC TRUST | SCHF | 350,562 | 35,684 | 11,169,000 | 1,065,000 | $31.86 |
06/30/2019 | SCHWAB STRATEGIC TRUST | SCHF | 314,878 | 48,485 | 10,104,000 | 1,763,000 | $32.09 |
03/31/2019 | SCHWAB STRATEGIC TRUST | SCHF | 266,393 | 51,745 | 8,341,000 | 2,256,000 | $31.31 |
12/31/2018 | SCHWAB STRATEGIC TRUST | SCHF | 214,648 | -32,143 | 6,085,000 | -2,190,000 | $28.35 |
09/30/2018 | SCHWAB STRATEGIC TRUST | SCHF | 246,791 | 35,655 | 8,275,000 | 1,297,000 | $33.53 |
06/30/2018 | SCHWAB STRATEGIC TRUST | SCHF | 211,136 | 55,766 | 6,978,000 | 1,740,000 | $33.05 |
03/31/2018 | SCHWAB STRATEGIC TRUST | SCHF | 155,370 | 87,955 | 5,238,000 | 2,941,000 | $33.71 |
12/31/2017 | SCHWAB STRATEGIC TRUST | SCHF | 67,415 | 67,415 | 2,297,000 | 2,297,000 | $34.07 |
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