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

Plante Moran Financial Advisors, LLC

  • $1.16 Billion
  • Q1 2025

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 19,049 shares of SCHG stock, worth $526,133. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,049
Previous 26,855 29.07%
Holding current value
$526,133
Previous $748,000 36.36%
% of portfolio
0.04%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$24.91 - $29.02 $194,447 - $226,530
-7,806 Reduced 29.07%
19,049 $476,000
Q4 2024

Feb 05, 2025
BUY
$25.93 - $105.3 $522,256 - $2.12 Million
20,141 Added 299.99%
26,855 $748,000
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
1,498
Shares Held
740M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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