Schwab U S Small Cap ETF shares owned by Appleton Group Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Appleton Group Wealth Management
from 13F filings
Historical chart of Appleton Group Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Appleton Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $598k | 14k | 41.42 |
| 2023-06-30 | $11M | 258k | 43.80 |
| 2023-03-31 | $574k | 14k | 41.93 |
| 2022-12-31 | $592k | 15k | 40.51 |
| 2022-09-30 | $556k | 15k | 37.80 |
| 2022-06-30 | $623k | 16k | 39.01 |
| 2022-03-31 | $806k | 17k | 47.32 |
| 2021-12-31 | $771k | 7.5k | 102.39 |
| 2021-09-30 | $14M | 137k | 100.10 |
| 2021-06-30 | $7.0M | 67k | 104.18 |
| 2021-03-31 | $14M | 135k | 99.67 |
| 2020-12-31 | $11M | 124k | 89.00 |
| 2020-09-30 | $573k | 8.4k | 68.29 |
| 2020-06-30 | $9.1M | 139k | 65.34 |
| 2020-03-31 | $422k | 8.2k | 51.50 |
| 2019-12-31 | $7.8M | 103k | 75.64 |
| 2019-09-30 | $8.3M | 120k | 69.73 |
| 2019-06-30 | $418k | 5.8k | 71.53 |
| 2019-03-31 | $9.0M | 129k | 69.93 |
| 2018-09-30 | $9.2M | 121k | 76.17 |
| 2018-06-30 | $8.7M | 118k | 73.57 |
| 2018-03-31 | $8.1M | 118k | 69.13 |
| 2017-12-31 | $7.9M | 114k | 69.74 |
| 2017-09-30 | $7.4M | 110k | 67.37 |
| 2017-06-30 | $7.1M | 111k | 63.91 |
| 2017-03-31 | $7.0M | 112k | 62.98 |
| 2016-12-31 | $7.1M | 116k | 61.48 |
| 2016-09-30 | $2.6M | 45k | 57.56 |
More positions owned by Appleton Group Wealth Management
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