Appleton Partners Inc/Ma / SCHF
Appleton Partners Inc/Ma’s Schwab Strategic Tr Position
Does Appleton Partners Inc/Ma own Schwab Strategic Tr (SCHF)? Yes — 866.1K shares worth $21M (+1.50% of its 13F portfolio) as of Q1 2026, up from 860.7K shares the prior filed quarter.
Position Value
$21M
Q1 2026
Shares
866.1K
% of Portfolio
+1.50%
Quarters Held
29
currently held
Position History SCHF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 866.1K | $21M | +1.50% |
| Q4 2025 | 860.7K | $21M | +1.36% |
| Q3 2025 | 864.4K | $20M | +1.35% |
| Q2 2025 | 858.6K | $19M | +1.34% |
| Q1 2025 | 855.4K | $17M | +1.31% |
| Q4 2024 | 860.9K | $16M | +1.18% |
| Q3 2024 | 426.6K | $18M | +1.29% |
| Q2 2024 | 428.4K | $16M | +1.27% |
| Q1 2024 | 431.4K | $17M | +1.31% |
| Q4 2023 | 425.4K | $16M | +1.27% |
| Q3 2023 | 420.8K | $14M | +1.27% |
| Q2 2023 | 412.1K | $15M | +1.24% |
| Q1 2023 | 410.1K | $14M | +1.27% |
| Q4 2022 | 411.6K | $13M | +1.26% |
| Q3 2022 | 411.2K | $12M | +1.16% |
| Q2 2022 | 407.0K | $13M | +1.21% |
| Q1 2022 | 403.3K | $15M | +1.21% |
| Q4 2021 | 393.7K | $15M | +1.15% |
| Q3 2021 | 385.3K | $15M | +1.24% |
| Q2 2021 | 376.0K | $15M | +1.26% |
| Q1 2021 | 376.1K | $14M | +1.32% |
| Q4 2020 | 359.8K | $13M | +1.28% |
| Q3 2020 | 356.9K | $11M | +1.24% |
| Q2 2020 | 354.2K | $11M | +1.26% |
| Q1 2020 | 366.4K | $9M | +1.31% |
| Q4 2019 | 368.2K | $12M | +1.36% |
| Q3 2019 | 350.6K | $11M | +1.35% |
| Q2 2019 | 314.9K | $10M | +1.25% |
| Q1 2019 | 266.4K | $8M | +1.11% |
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 SCHF.