Plante Moran Financial Advisors, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 2,797 shares of SCHD stock, worth $80,078. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,797
Previous 3,480 19.63%
Holding current value
$80,078
Previous $270,000 12.59%
% of portfolio
0.02%
Previous 0.03%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$77.02 - $85.06 $52,604 - $58,095
-683 Reduced 19.63%
2,797 $236,000
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $114,548 - $121,106
1,511 Added 76.74%
3,480 $270,000
Q1 2024

May 09, 2024
BUY
$75.25 - $80.63 $1,128 - $1,209
15 Added 0.77%
1,969 $158,000
Q4 2023

Feb 05, 2024
SELL
$66.9 - $76.32 $43,886 - $50,065
-656 Reduced 25.13%
1,954 $148,000
Q3 2023

Nov 07, 2023
BUY
$70.63 - $75.66 $28,746 - $30,793
407 Added 18.47%
2,610 $184,000
Q2 2023

Aug 07, 2023
BUY
$69.18 - $73.94 $276 - $295
4 Added 0.18%
2,203 $159,000
Q1 2023

May 08, 2023
BUY
$70.28 - $78.03 $1,124 - $1,248
16 Added 0.73%
2,199 $160,000
Q4 2022

Feb 09, 2023
SELL
$67.16 - $79.06 $61,854 - $72,814
-921 Reduced 29.67%
2,183 $164,000
Q3 2022

Nov 02, 2022
BUY
$66.43 - $77.87 $129,604 - $151,924
1,951 Added 169.21%
3,104 $206,000
Q2 2022

Aug 02, 2022
BUY
$70.31 - $80.24 $281 - $320
4 Added 0.35%
1,153 $83,000
Q1 2022

May 06, 2022
SELL
$75.14 - $81.94 $11,421 - $12,454
-152 Reduced 11.68%
1,149 $91,000
Q4 2021

Feb 09, 2022
SELL
$74.93 - $80.86 $68,785 - $74,229
-918 Reduced 41.37%
1,301 $105,000
Q3 2021

Nov 08, 2021
BUY
$74.23 - $78.13 $68,662 - $72,270
925 Added 71.48%
2,219 $165,000
Q2 2021

Aug 10, 2021
BUY
$73.32 - $77.65 $40,545 - $42,940
553 Added 74.63%
1,294 $98,000
Q1 2021

May 13, 2021
BUY
$63.23 - $73.67 $2,086 - $2,431
33 Added 4.66%
741 $54,000
Q4 2020

Feb 09, 2021
BUY
$54.8 - $65.16 $4,055 - $4,821
74 Added 11.67%
708 $45,000
Q3 2020

Nov 12, 2020
BUY
$50.37 - $58.54 $15,765 - $18,323
313 Added 97.51%
634 $35,000
Q2 2020

Aug 10, 2020
BUY
$43.56 - $56.5 $130 - $169
3 Added 0.94%
321 $17,000
Q1 2020

May 07, 2020
SELL
$39.5 - $59.28 $5,885 - $8,832
-149 Reduced 31.91%
318 $14,000
Q4 2019

Feb 14, 2020
BUY
$52.87 - $58.15 $6,873 - $7,559
130 Added 38.58%
467 $27,000
Q3 2019

Nov 13, 2019
BUY
$54.39 - $55.76 $1,631 - $1,672
30 Added 9.77%
337 $0
Q1 2019

May 13, 2019
BUY
N/A
307 New
307 $16,000
Q2 2018

Jul 26, 2018
SELL
N/A
-1,077 Closed
0 $0
Q3 2017

Nov 08, 2017
BUY
N/A
1,077
1,077 $50,000

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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