SEC 13F Intelligence

Appleton Partners Inc/Ma / SCHA

Appleton Partners Inc/Ma’s Schwab Strategic Tr Position

Does Appleton Partners Inc/Ma own Schwab Strategic Tr (SCHA)? Yes — 439.1K shares worth $13M (+0.89% of its 13F portfolio) as of Q1 2026, up from 438.2K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
439.1K
% of Portfolio
+0.89%
Quarters Held
30
currently held

Position History SCHA

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $6MQ4 ’20Q1 ’21: $8MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $9MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $8MQ2 ’23: $8MQ3 ’23: $8MQ4 ’23: $10MQ4 ’23Q1 ’24: $11MQ2 ’24: $10MQ3 ’24: $11MQ4 ’24: $11MQ4 ’24Q1 ’25: $11MQ2 ’25: $11MQ3 ’25: $12MQ4 ’25: $12MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026439.1K$13M+0.89%
Q4 2025438.2K$12M+0.82%
Q3 2025441.5K$12M+0.83%
Q2 2025441.4K$11M+0.79%
Q1 2025448.6K$11M+0.81%
Q4 2024432.4K$11M+0.83%
Q3 2024213.7K$11M+0.81%
Q2 2024212.2K$10M+0.78%
Q1 2024216.8K$11M+0.83%
Q4 2023209.1K$10M+0.80%
Q3 2023190.2K$8M+0.70%
Q2 2023189.4K$8M+0.70%
Q1 2023189.0K$8M+0.70%
Q4 2022190.0K$8M+0.73%
Q3 2022186.2K$7M+0.70%
Q2 2022188.2K$7M+0.69%
Q1 2022184.8K$9M+0.72%
Q4 202191.0K$9M+0.70%
Q3 202187.5K$9M+0.73%
Q2 202183.8K$9M+0.74%
Q1 202179.5K$8M+0.74%
Q4 202067.0K$6M+0.59%
Q3 202060.9K$4M+0.46%
Q2 202050.9K$3M+0.40%
Q1 202049.5K$3M+0.35%
Q4 201963.3K$5M+0.53%
Q3 201961.7K$4M+0.52%
Q2 201958.7K$4M+0.52%
Q1 201951.3K$4M+0.48%
Q4 201846.8K$3M+0.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of SCHA.