Plante Moran Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 2,373 shares of SCHA stock, worth $65,565. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,373
Previous 2,373 -0.0%
Holding current value
$65,565
Previous $112,000 8.93%
% of portfolio
0.01%
Previous 0.01%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$45.24 - $49.04 $60,304 - $65,370
1,333 Added 128.17%
2,373 $112,000
Q1 2024

May 09, 2024
SELL
$44.84 - $49.24 $5,918 - $6,499
-132 Reduced 11.26%
1,040 $51,000
Q4 2023

Feb 05, 2024
SELL
$38.13 - $48.02 $14,527 - $18,295
-381 Reduced 24.53%
1,172 $55,000
Q3 2023

Nov 07, 2023
BUY
$40.85 - $46.1 $857 - $968
21 Added 1.37%
1,553 $64,000
Q2 2023

Aug 07, 2023
SELL
$39.91 - $43.82 $8,301 - $9,114
-208 Reduced 11.95%
1,532 $67,000
Q1 2023

May 08, 2023
SELL
$39.82 - $46.36 $1,194 - $1,390
-30 Reduced 1.69%
1,740 $72,000
Q4 2022

Feb 09, 2023
SELL
$38.25 - $43.54 $14,649 - $16,675
-383 Reduced 17.79%
1,770 $71,000
Q3 2022

Nov 02, 2022
BUY
$37.65 - $45.9 $23,380 - $28,503
621 Added 40.54%
2,153 $81,000
Q2 2022

Aug 02, 2022
SELL
$37.88 - $48.01 $10,909 - $13,826
-288 Reduced 15.82%
1,532 $60,000
Q1 2022

May 06, 2022
BUY
$44.42 - $51.73 $54,681 - $63,679
1,231 Added 209.0%
1,820 $86,000
Q4 2021

Feb 09, 2022
BUY
$48.64 - $55.07 $535 - $605
11 Added 1.9%
589 $60,000
Q3 2021

Nov 08, 2021
BUY
$48.3 - $52.49 $4,974 - $5,406
103 Added 21.68%
578 $58,000
Q2 2021

Aug 10, 2021
SELL
$48.39 - $52.91 $4,790 - $5,238
-99 Reduced 17.25%
475 $49,000
Q1 2021

May 13, 2021
BUY
$43.89 - $52.63 $18,916 - $22,683
431 Added 301.4%
574 $57,000
Q3 2020

Nov 12, 2020
BUY
$32.09 - $36.38 $3,176 - $3,601
99 Added 225.0%
143 $10,000
Q2 2020

Aug 10, 2020
SELL
$23.59 - $35.22 $4,505 - $6,727
-191 Reduced 81.28%
44 $3,000
Q1 2020

May 07, 2020
SELL
$22.29 - $38.7 $211,175 - $366,643
-9,474 Reduced 97.58%
235 $12,000
Q4 2019

Feb 14, 2020
SELL
$33.63 - $38.03 $293,421 - $331,811
-8,725 Reduced 47.33%
9,709 $734,000
Q3 2019

Nov 13, 2019
BUY
$34.78 - $36.12 $608,441 - $631,883
17,494 Added 1861.06%
18,434 $0
Q2 2019

Aug 13, 2019
BUY
N/A
169 Added 21.92%
940 $67,000
Q1 2019

May 13, 2019
BUY
N/A
52 Added 7.23%
771 $54,000
Q4 2018

Jan 29, 2019
BUY
N/A
30 Added 4.35%
719 $44,000
Q3 2018

Nov 09, 2018
BUY
N/A
142 Added 25.96%
689 $52,000
Q1 2018

May 01, 2018
BUY
N/A
1 Added 0.18%
547 $38,000
Q4 2017

Feb 01, 2018
BUY
N/A
326 Added 148.18%
546 $38,000
Q3 2017

Nov 08, 2017
BUY
N/A
220
220 $15,000

Others Institutions Holding SCHA

# of Institutions
1,136
Shares Held
234M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email