APPLETON PARTNERS INC/MA

Position in FNDA — Schwab Fundamental U.S. Small Company ETF

CIK 1055290 BOSTON, MA

Position in FNDA

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$376,025

+$3,640 QoQ

Shares Held

11,595

-1.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$376,025	11,595	-1.9%	Shares	Sole	2026-04-28
2025-12-31	$372,385	11,818	-1.3%	Shares	Sole	2026-01-09
2025-09-30	$372,922	11,968	0.0%	Shares	Sole	2025-11-05
2025-06-30	$342,883	11,968	-8.7%	Shares	Sole	2025-07-22
2025-03-31	$358,891	13,103	-28.8%	Shares	Sole	2025-04-22
2024-12-31	$546,836	18,412	+218.6%	Shares	Sole	2025-01-28
2024-09-30	$344,255	5,779	-2.9%	Shares	Sole	2024-10-01
2024-06-30	$326,883	5,952	-44.0%	Shares	Sole	2024-07-02
2024-03-31	$605,658	10,620	+66.5%	Shares	Sole	2024-04-01
2023-12-31	$353,077	6,379	0.0%	Shares	Sole	2024-01-02
2023-09-30	$309,317	6,379	-2.7%	Shares	Sole	2023-10-03
2023-06-30	$330,649	6,554	-9.0%	Shares	Sole	2023-07-10
2023-03-31	$350,424	7,200	+2.1%	Shares	Sole	2023-04-10
2022-12-31	$329,562	7,054	+3.9%	Shares	Sole	2023-01-19
2022-09-30	$288,625	6,788	+7.3%	Shares	Sole	2022-10-27
2022-06-30	$286,161	6,324	-9.5%	Shares	Sole	2022-07-08
2022-03-31	$373,578	6,988	-0.6%	Shares	Sole	2022-04-05
2021-12-31	$390,827	7,028	+1.0%	Shares	Sole	2022-02-03
2021-09-30	$366,389	6,955	+5.8%	Shares	Sole	2021-10-14
2021-06-30	$357,614	6,575	-10.6%	Shares	Sole	2021-07-07
2021-03-31	$372,604	7,355	—	Shares	Sole	2021-04-19
No filing history on record for this holder in this stock.