AP
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Appleton Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Appleton Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$393K Sell
15,655
-388
-2% -$10.2K 0.03% 208
2025
Q4 		$421K Buy
16,043
+664
+4% +$17.3K 0.03% 202
2025
Q3 		$395K Sell
15,379
-170
-1% -$4.21K 0.03% 209
2025
Q2 		$371K Sell
15,549
-90
-0.6% -$1.98K 0.03% 208
2025
Q1 		$337K Sell
15,639
-212
-1% -$4.82K 0.03% 210
2024
Q4 		$360K Sell
15,851
-784
-5% -$17.9K 0.03% 204
2024
Q3 		$369K Sell
16,635
-1,353
-8% -$28.9K 0.03% 203
2024
Q2 		$377K Sell
17,988
-1,017
-5% -$20.6K 0.03% 197
2024
Q1 		$387K Sell
19,005
-1,686
-8% -$32.6K 0.03% 209
2023
Q4 		$384K Sell
20,691
-1,683
-8% -$29.1K 0.03% 214
2023
Q3 		$372K Sell
22,374
-4,365
-16% -$75.5K 0.03% 221
2023
Q2 		$461K Sell
26,739
-687
-3% -$11.2K 0.04% 204
2023
Q1 		$437K Hold
27,426
– – 0.04% 217
2022
Q4 		$410K Buy
+27,426
New +$412K 0.04% 221

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