Schwab U S Broad Market ETF shares owned by Appleton Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $395k | 15k | 25.68 |
| 2025-06-30 | $371k | 16k | 23.86 |
| 2025-03-31 | $337k | 16k | 21.55 |
| 2024-12-31 | $360k | 16k | 22.71 |
| 2024-09-30 | $369k | 5.5k | 66.55 |
| 2024-06-30 | $377k | 6.0k | 62.88 |
| 2024-03-31 | $387k | 6.3k | 61.09 |
| 2023-12-31 | $384k | 6.9k | 55.68 |
| 2023-09-30 | $372k | 7.5k | 49.88 |
| 2023-06-30 | $461k | 8.9k | 51.72 |
| 2023-03-31 | $437k | 9.1k | 47.80 |
| 2022-12-31 | $410k | 9.1k | 44.85 |