SEC 13F Intelligence

Appleton Partners Inc/Ma / SCHX

Appleton Partners Inc/Ma’s Schwab Strategic Tr Position

Does Appleton Partners Inc/Ma own Schwab Strategic Tr (SCHX)? Yes — 1.85M shares worth $47M (+3.30% of its 13F portfolio) as of Q1 2026, up from 1.85M shares the prior filed quarter.

Position Value
$47M
Q1 2026
Shares
1.85M
% of Portfolio
+3.30%
Quarters Held
30
currently held

Position History SCHX

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $16MQ2 ’19: $19MQ3 ’19: $21MQ4 ’19: $24MQ4 ’19Q1 ’20: $16MQ2 ’20: $19MQ3 ’20: $22MQ4 ’20: $25MQ4 ’20Q1 ’21: $28MQ2 ’21: $31MQ3 ’21: $32MQ4 ’21: $35MQ4 ’21Q1 ’22: $34MQ2 ’22: $29MQ3 ’22: $28MQ4 ’22: $30MQ4 ’22Q1 ’23: $32MQ2 ’23: $33MQ3 ’23: $32MQ4 ’23: $37MQ4 ’23Q1 ’24: $41MQ2 ’24: $42MQ3 ’24: $44MQ4 ’24: $45MQ4 ’24Q1 ’25: $42MQ2 ’25: $46MQ3 ’25: $49MQ4 ’25: $50MQ4 ’25Q1 ’26: $47Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.85M$47M+3.30%
Q4 20251.85M$50M+3.27%
Q3 20251.86M$49M+3.29%
Q2 20251.86M$46M+3.22%
Q1 20251.90M$42M+3.24%
Q4 20241.92M$45M+3.29%
Q3 2024644.3K$44M+3.22%
Q2 2024651.7K$42M+3.22%
Q1 2024663.5K$41M+3.20%
Q4 2023661.8K$37M+3.01%
Q3 2023626.8K$32M+2.82%
Q2 2023623.7K$33M+2.76%
Q1 2023652.2K$32M+2.81%
Q4 2022658.5K$30M+2.82%
Q3 2022650.6K$28M+2.76%
Q2 2022639.5K$29M+2.70%
Q1 2022623.2K$34M+2.74%
Q4 2021308.3K$35M+2.64%
Q3 2021305.1K$32M+2.64%
Q2 2021297.9K$31M+2.64%
Q1 2021293.8K$28M+2.62%
Q4 2020276.2K$25M+2.47%
Q3 2020273.5K$22M+2.43%
Q2 2020260.2K$19M+2.31%
Q1 2020257.3K$16M+2.18%
Q4 2019318.3K$24M+2.69%
Q3 2019298.0K$21M+2.55%
Q2 2019268.1K$19M+2.33%
Q1 2019229.4K$16M+2.06%
Q4 2018197.0K$12M+1.76%

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 SCHX.