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

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 02, 2022	BUY	$58.51 - $69.02 $16,616 - $19,601	284 New	284 $17,000
Q2 2022 Aug 02, 2022	SELL	$60.93 - $72.3 $11,576 - $13,737	-190 Closed	0 $0
Q1 2022 May 06, 2022	SELL	$67.71 - $74.19 $50,782 - $55,642	-750 Reduced 79.79%	190 $14,000
Q1 2021 May 13, 2021	BUY	$58.71 - $65.66 $11,154 - $12,475	190 Added 25.33%	940 $61,000
Q1 2020 May 07, 2020	SELL	$38.4 - $61.03 $4,608 - $7,323	-120 Reduced 13.79%	750 $33,000
Q4 2019 Feb 14, 2020	SELL	$54.73 - $60.25 $2,791 - $3,072	-51 Reduced 5.54%	870 $52,000
Q1 2019 May 13, 2019	SELL	N/A	-285 Reduced 23.63%	921 $50,000
Q4 2018 Jan 29, 2019	BUY	N/A	285 Added 30.94%	1,206 $59,000
Q3 2018 Nov 09, 2018	BUY	N/A	171 Added 22.8%	921 $52,000
Q3 2017 Nov 08, 2017	BUY	N/A	750	750 $39,000

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$541 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$337 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$299 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$135 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$118 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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