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APPLETON PARTNERS INC/MA → SCHW-PJ
APPLETON PARTNERS INC/MA SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
66
Latest value
$5.3M
Q3 2026
Peak value
$56.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $395K |
| Q3 2025 | $49.1M |
| Q3 2025 | $2.2M |
| Q3 2025 | $205K |
| Q3 2025 | $236K |
| Q3 2025 | $12.3M |
| Q3 2025 | $397K |
| Q3 2025 | $262K |
| Q3 2025 | $634K |
| Q3 2025 | $373K |
| Q3 2025 | $770K |
| Q3 2025 | $639K |
| Q3 2025 | $20.1M |
| Q3 2025 | $4.6M |
| Q4 2025 | $421K |
| Q4 2025 | $49.7M |
| Q4 2025 | $2.3M |
| Q4 2025 | $208K |
| Q4 2025 | $236K |
| Q4 2025 | $12.5M |
| Q4 2025 | $389K |
| Q4 2025 | $262K |
| Q4 2025 | $663K |
| Q4 2025 | $372K |
| Q4 2025 | $797K |
| Q4 2025 | $626K |
| Q4 2025 | $20.7M |
| Q4 2025 | $4.7M |
| Q1 2026 | $393K |
| Q1 2026 | $47.4M |
| Q1 2026 | $2M |
| Q1 2026 | $214K |
| Q1 2026 | $243K |
| Q1 2026 | $12.8M |
| Q1 2026 | $404K |
| Q1 2026 | $277K |
| Q1 2026 | $700K |
| Q1 2026 | $376K |
| Q1 2026 | $752K |
| Q1 2026 | $696K |
| Q1 2026 | $21.4M |
| Q1 2026 | $4.9M |
| Q2 2026 | $54.8M |
| Q2 2026 | $2.3M |
| Q2 2026 | $234K |
| Q2 2026 | $15.1M |
| Q2 2026 | $477K |
| Q2 2026 | $356K |
| Q2 2026 | $823K |
| Q2 2026 | $461K |
| Q2 2026 | $919K |
| Q2 2026 | $552K |
| Q2 2026 | $24.7M |
| Q2 2026 | $5.5M |
| Q3 2026 | $56.3M |
| Q3 2026 | $2.5M |
| Q3 2026 | $222K |
| Q3 2026 | $13.7M |
| Q3 2026 | $519K |
| Q3 2026 | $331K |
| Q3 2026 | $883K |
| Q3 2026 | $417K |
| Q3 2026 | $1M |
| Q3 2026 | $606K |
| Q3 2026 | $24.8M |
| Q3 2026 | $5.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.3M | 238.8K | — | — |
| Q3 2026 | $24.8M | 903.5K | — | — |
| Q3 2026 | $606K | 18.6K | — | — |
| Q3 2026 | $1M | 31.9K | — | — |
| Q3 2026 | $417K | 11.9K | — | — |
| Q3 2026 | $883K | 16.4K | — | — |
| Q3 2026 | $331K | 7.9K | — | — |
| Q3 2026 | $519K | 14.2K | — | — |
| Q3 2026 | $13.7M | 418.4K | — | — |
| Q3 2026 | $222K | 6.7K | — | — |
| Q3 2026 | $2.5M | 70.0K | — | — |
| Q3 2026 | $56.3M | 1.88M | — | — |
| Q2 2026 | $5.5M | 233.7K | — | — |
| Q2 2026 | $24.7M | 891.5K | — | — |
| Q2 2026 | $552K | 17.4K | — | — |
| Q2 2026 | $919K | 29.6K | — | — |
| Q2 2026 | $461K | 12.1K | — | — |
| Q2 2026 | $823K | 15.6K | — | — |
| Q2 2026 | $356K | 9.0K | — | — |
| Q2 2026 | $477K | 13.2K | — | — |
| Q2 2026 | $15.1M | 418.1K | — | — |
| Q2 2026 | $234K | 6.7K | — | — |
| Q2 2026 | $2.3M | 69.2K | — | — |
| Q2 2026 | $54.8M | 1.86M | — | — |
| Q1 2026 | $4.9M | 229.2K | — | — |
| Q1 2026 | $21.4M | 866.1K | — | — |
| Q1 2026 | $696K | 22.7K | — | — |
| Q1 2026 | $752K | 27.0K | — | — |
| Q1 2026 | $376K | 11.6K | — | — |
| Q1 2026 | $700K | 14.3K | — | — |
| Q1 2026 | $277K | 7.3K | — | — |
| Q1 2026 | $404K | 12.3K | — | — |
| Q1 2026 | $12.8M | 439.1K | — | — |
| Q1 2026 | $243K | 7.8K | — | — |
| Q1 2026 | $214K | 7.0K | — | — |
| Q1 2026 | $2M | 69.0K | — | — |
| Q1 2026 | $47.4M | 1.85M | — | — |
| Q1 2026 | $393K | 15.7K | — | — |
| Q4 2025 | $4.7M | 223.6K | — | — |
| Q4 2025 | $20.7M | 860.7K | — | — |
| Q4 2025 | $626K | 22.8K | — | — |
| Q4 2025 | $797K | 29.3K | — | — |
| Q4 2025 | $372K | 11.8K | — | — |
| Q4 2025 | $663K | 14.7K | — | — |
| Q4 2025 | $262K | 7.3K | — | — |
| Q4 2025 | $389K | 11.9K | — | — |
| Q4 2025 | $12.5M | 438.2K | — | — |
| Q4 2025 | $236K | 7.8K | — | — |
| Q4 2025 | $208K | 7.0K | — | — |
| Q4 2025 | $2.3M | 69.0K | — | — |
| Q4 2025 | $49.7M | 1.85M | — | — |
| Q4 2025 | $421K | 16.0K | — | — |
| Q3 2025 | $4.6M | 212.9K | — | — |
| Q3 2025 | $20.1M | 864.4K | — | — |
| Q3 2025 | $639K | 23.4K | — | — |
| Q3 2025 | $770K | 29.3K | — | — |
| Q3 2025 | $373K | 12.0K | — | — |
| Q3 2025 | $634K | 14.8K | — | — |
| Q3 2025 | $262K | 7.3K | — | — |
| Q3 2025 | $397K | 11.9K | — | — |
| Q3 2025 | $12.3M | 441.5K | — | — |
| Q3 2025 | $236K | 8.0K | — | — |
| Q3 2025 | $205K | 7.0K | — | — |
| Q3 2025 | $2.2M | 69.3K | — | — |
| Q3 2025 | $49.1M | 1.86M | — | — |
| Q3 2025 | $395K | 15.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B