Plante Moran Financial Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Plante Moran Financial Advisors, LLC

  • $997 Million
  • Q2 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 3,398 shares of SCHB stock, worth $225,049. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,398
Previous 3,555 4.42%
Holding current value
$225,049
Previous $217,000 1.84%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 12, 2024
SELL
$57.57 - $63.3 $9,038 - $9,938
-157 Reduced 4.42%
3,398 $213,000
Q1 2024

May 09, 2024
SELL
$54.61 - $61.05 $9,502 - $10,622
-174 Reduced 4.67%
3,555 $217,000
Q4 2023

Feb 05, 2024
SELL
$47.61 - $55.91 $33,565 - $39,416
-705 Reduced 15.9%
3,729 $207,000
Q2 2023

Aug 07, 2023
SELL
$47.08 - $51.7 $19,773 - $21,714
-420 Reduced 8.65%
4,434 $229,000
Q1 2023

May 08, 2023
SELL
$44.47 - $49.23 $18,899 - $20,922
-425 Reduced 8.05%
4,854 $232,000
Q4 2022

Feb 09, 2023
BUY
$41.94 - $47.81 $4,906 - $5,593
117 Added 2.27%
5,279 $236,000
Q3 2022

Nov 02, 2022
BUY
$41.99 - $50.63 $14,570 - $17,568
347 Added 7.21%
5,162 $217,000
Q2 2022

Aug 02, 2022
BUY
$42.93 - $53.98 $558 - $701
13 Added 0.27%
4,815 $213,000
Q1 2022

May 06, 2022
BUY
$49.15 - $56.85 $108,818 - $125,865
2,214 Added 85.55%
4,802 $256,000
Q4 2021

Feb 09, 2022
SELL
$51.87 - $56.86 $87,867 - $96,320
-1,694 Reduced 39.56%
2,588 $292,000
Q3 2021

Nov 08, 2021
BUY
$51.32 - $54.83 $84,985 - $90,798
1,656 Added 63.06%
4,282 $445,000
Q2 2021

Aug 10, 2021
BUY
$48.92 - $52.14 $23,921 - $25,496
489 Added 22.88%
2,626 $274,000
Q1 2021

May 13, 2021
SELL
$44.89 - $48.81 $26,440 - $28,749
-589 Reduced 21.61%
2,137 $207,000
Q4 2020

Feb 09, 2021
SELL
$39.03 - $45.5 $1.02 Million - $1.19 Million
-26,080 Reduced 90.54%
2,726 $248,000
Q3 2020

Nov 12, 2020
SELL
$36.93 - $42.52 $223,574 - $257,416
-6,054 Reduced 17.37%
28,806 $2.29 Million
Q2 2020

Aug 10, 2020
BUY
$28.84 - $38.49 $40,981 - $54,694
1,421 Added 4.25%
34,860 $2.56 Million
Q1 2020

May 07, 2020
SELL
$26.18 - $40.44 $168,468 - $260,231
-6,435 Reduced 16.14%
33,439 $2.02 Million
Q4 2019

Feb 14, 2020
SELL
$34.47 - $38.58 $514,085 - $575,382
-14,914 Reduced 27.22%
39,874 $3.07 Million
Q3 2019

Nov 13, 2019
BUY
$35.32 - $36.13 $1.9 Million - $1.95 Million
53,899 Added 6062.88%
54,788 $0
Q2 2019

Aug 13, 2019
SELL
N/A
-2 Reduced 0.22%
889 $63,000
Q4 2018

Jan 29, 2019
BUY
N/A
326 Added 57.7%
891 $53,000
Q3 2018

Nov 09, 2018
BUY
N/A
2 Added 0.36%
565 $40,000
Q1 2018

May 01, 2018
BUY
N/A
4 Added 0.72%
563 $36,000
Q4 2017

Feb 01, 2018
BUY
N/A
559
559 $36,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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