Plante Moran Financial Advisors, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 6,714 shares of SCHG stock, worth $194,034. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,714

Previous 5,394 24.47%

Holding current value

$194,034

Previous $543,000 28.73%

% of portfolio

0.06%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$92.63 - $105.69 $122,271 - $139,510	1,320 Added 24.47%	6,714 $699,000
Q2 2024 Aug 12, 2024	BUY	$87.04 - $101.61 $127,078 - $148,350	1,460 Added 37.11%	5,394 $543,000
Q1 2024 May 09, 2024	BUY	$80.6 - $93.32 $180,302 - $208,756	2,237 Added 131.82%	3,934 $364,000
Q1 2023 May 08, 2023	SELL	$54.19 - $65.17 $70,988 - $85,372	-1,310 Reduced 43.57%	1,697 $110,000
Q4 2022 Feb 09, 2023	BUY	$54.31 - $60.76 $31,445 - $35,180	579 Added 23.85%	3,007 $167,000
Q3 2022 Nov 02, 2022	BUY	$55.81 - $69.25 $135,506 - $168,139	2,428 New	2,428 $136,000
Q2 2022 Aug 02, 2022	SELL	$55.73 - $76.55 $6,241 - $8,573	-112 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$65.63 - $82.62 $3,675 - $4,626	56 Added 100.0%	112 $8,000
Q1 2021 May 13, 2021	BUY	$61.41 - $68.35 $3,438 - $3,827	56 New	56 $7,000
Q4 2019 Feb 14, 2020	SELL	$40.97 - $46.72 $6,637 - $7,568	-162 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	162 New	162 $13,000

Others Institutions Holding SCHG

# of Institutions

1,355

Shares Held

1.86B

Call Options Held

140K

Put Options Held

96.3K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Plante Moran Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History