Plante Moran Financial Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 86 shares of SCHH stock, worth $1,826. This represents 0.0% of its overall portfolio holdings.

Number of Shares
86
Holding current value
$1,826
% of portfolio
0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$20.55 - $23.26 $1,767 - $2,000
86 New
86 $1,000
Q2 2024

Aug 12, 2024
SELL
$18.53 - $20.2 $10,210 - $11,130
-551 Closed
0 $0
Q1 2024

May 09, 2024
BUY
$19.39 - $20.93 $6,437 - $6,948
332 Added 151.6%
551 $11,000
Q4 2023

Feb 05, 2024
BUY
$16.76 - $20.95 $3,670 - $4,588
219 New
219 $4,000
Q4 2022

Feb 09, 2023
BUY
$17.68 - $20.46 $17,980 - $20,807
1,017 Added 987.38%
1,120 $21,000
Q3 2022

Nov 02, 2022
BUY
$18.45 - $23.6 $1,900 - $2,430
103 New
103 $2,000
Q2 2022

Aug 02, 2022
SELL
$20.18 - $25.97 $8,152 - $10,491
-404 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$22.75 - $26.16 $9,191 - $10,568
404 New
404 $10,000
Q1 2020

May 07, 2020
SELL
$13.54 - $24.27 $1,570 - $2,815
-116 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$22.24 - $24.07 $2,579 - $2,792
116 New
116 $5,000
Q2 2019

Aug 13, 2019
SELL
N/A
-462 Closed
0 $0
Q1 2019

May 13, 2019
BUY
N/A
438 Added 1825.0%
462 $21,000
Q4 2018

Jan 29, 2019
SELL
N/A
-167 Reduced 87.43%
24 $1,000
Q3 2018

Nov 09, 2018
SELL
N/A
-172 Reduced 47.38%
191 $8,000
Q2 2018

Jul 26, 2018
BUY
N/A
363 New
363 $15,000
Q1 2018

May 01, 2018
SELL
N/A
-619 Closed
0 $0
Q4 2017

Feb 01, 2018
BUY
N/A
619
619 $26,000

Others Institutions Holding SCHH

# of Institutions
556
Shares Held
177M
Call Options Held
20.1K
Put Options Held
81.7K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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