Schwab Strategic Tr us dividend eq shares owned by Appleton Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $639k | 23k | 27.30 |
| 2025-06-30 | $644k | 24k | 26.48 |
| 2025-03-31 | $681k | 24k | 27.95 |
| 2024-12-31 | $673k | 25k | 27.34 |
| 2024-09-30 | $715k | 8.5k | 84.54 |
| 2024-06-30 | $662k | 8.5k | 77.71 |
| 2024-03-31 | $720k | 8.9k | 80.61 |
| 2023-12-31 | $654k | 8.6k | 76.13 |
| 2023-09-30 | $659k | 9.3k | 70.76 |
| 2023-06-30 | $755k | 10k | 72.63 |
| 2023-03-31 | $765k | 11k | 73.13 |
| 2022-12-31 | $810k | 11k | 75.52 |
| 2022-09-30 | $532k | 8.0k | 66.46 |
| 2022-06-30 | $545k | 7.6k | 71.68 |
| 2022-03-31 | $375k | 4.8k | 78.80 |
| 2021-12-31 | $332k | 4.1k | 80.82 |
| 2021-09-30 | $304k | 4.1k | 74.27 |
| 2021-06-30 | $260k | 3.4k | 75.63 |
| 2021-03-31 | $236k | 3.2k | 72.88 |
| 2020-12-31 | $247k | 3.9k | 64.11 |
| 2020-09-30 | $268k | 4.8k | 55.39 |
| 2020-06-30 | $250k | 4.8k | 51.67 |
| 2020-03-31 | $218k | 4.8k | 45.06 |
| 2019-12-31 | $236k | 4.1k | 57.90 |
| 2019-09-30 | $213k | 3.9k | 54.67 |
| 2019-06-30 | $207k | 3.9k | 53.13 |
| 2019-03-31 | $204k | 3.9k | 52.36 |
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