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Schwab Strategic Tr cmn shares owned by Appleton Partners

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Appleton Partners from 13F filings

Historical chart of Appleton Partners investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Appleton Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Appleton Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 7.0k 29.16
2025-03-31 $211k 7.9k 26.64

More positions owned by Appleton Partners

Apple CS (AAPL)
Microsoft Corp CS (MSFT)
Goldman Sachs Activebeta U.s. Etf (GSLC)
Schwab Us Large-cap Etf Etf (SCHX)
Broadcom CS (AVGO)
Jpmorgan Chase & Co CS (JPM)
Amazon.com CS (AMZN)
Alphabet CS (GOOG)
Visa CS (V)
Ge Vernova CS (GEV)
Home Depot Inc/the CS (HD)
Meta Platforms CS (META)
Jpmorgan Ultra-short Income Et Etf (JPST)
Morgan Stanley CS (MS)
Energy Select Sector Spdr Fund CS (XLE)

View all positions for Appleton Partners

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn