Schwab U S Small Cap ETF shares owned by Appleton Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 214k | 51.50 |
| 2024-06-30 | $10M | 212k | 47.45 |
| 2024-03-31 | $11M | 217k | 49.24 |
| 2023-12-31 | $9.9M | 209k | 47.24 |
| 2023-09-30 | $7.9M | 190k | 41.42 |
| 2023-06-30 | $8.3M | 189k | 43.80 |
| 2023-03-31 | $7.9M | 189k | 41.93 |
| 2022-12-31 | $7.7M | 190k | 40.51 |
| 2022-09-30 | $7.0M | 186k | 37.80 |
| 2022-06-30 | $7.3M | 188k | 38.99 |
| 2022-03-31 | $8.8M | 185k | 47.36 |
| 2021-12-31 | $9.3M | 91k | 102.40 |
| 2021-09-30 | $8.8M | 88k | 100.10 |
| 2021-06-30 | $8.7M | 84k | 104.19 |
| 2021-03-31 | $7.9M | 80k | 99.67 |
| 2020-12-31 | $6.0M | 67k | 89.00 |
| 2020-09-30 | $4.2M | 61k | 68.31 |
| 2020-06-30 | $3.3M | 51k | 65.34 |
| 2020-03-31 | $2.6M | 50k | 51.51 |
| 2019-12-31 | $4.8M | 63k | 75.64 |
| 2019-09-30 | $4.3M | 62k | 69.73 |
| 2019-06-30 | $4.2M | 59k | 71.47 |
| 2019-03-31 | $3.6M | 51k | 69.94 |
| 2018-12-31 | $2.8M | 47k | 60.69 |
| 2018-09-30 | $3.5M | 45k | 76.16 |
| 2018-06-30 | $3.0M | 41k | 73.57 |
| 2018-03-31 | $2.3M | 34k | 69.13 |
| 2017-12-31 | $1.4M | 21k | 69.72 |
| 2017-09-30 | $709k | 11k | 67.38 |
| 2017-06-30 | $638k | 10k | 63.96 |
| 2017-03-31 | $574k | 9.1k | 62.99 |