Plante Moran Financial Advisors, LLC Schwab Strategic Tr Us Large C 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 Tr Us Large C stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 40,360 shares of SCHX stock, worth $886,305. This represents 0.08% of its overall portfolio holdings.

Number of Shares
40,360
Previous 10,521 283.61%
Holding current value
$886,305
Previous $713,000 31.14%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Feb 05, 2025
BUY
$22.4 - $68.28 $668,393 - $2.04 Million
29,839 Added 283.61%
40,360 $935,000
Q3 2024

Oct 30, 2024
BUY
$61.11 - $67.85 $222,623 - $247,177
3,643 Added 52.97%
10,521 $713,000
Q2 2024

Aug 12, 2024
SELL
$58.7 - $64.78 $2,700 - $2,979
-46 Reduced 0.66%
6,878 $441,000
Q1 2024

May 09, 2024
BUY
$55.41 - $62.08 $3,712 - $4,159
67 Added 0.98%
6,924 $429,000
Q4 2023

Feb 05, 2024
BUY
$48.47 - $56.6 $24,768 - $28,922
511 Added 8.05%
6,857 $386,000
Q3 2023

Nov 07, 2023
BUY
$50.36 - $54.21 $2,518 - $2,710
50 Added 0.79%
6,346 $321,000
Q2 2023

Aug 07, 2023
SELL
$47.67 - $52.37 $95 - $104
-2 Reduced 0.03%
6,296 $329,000
Q1 2023

May 08, 2023
SELL
$44.78 - $49.41 $54,989 - $60,675
-1,228 Reduced 16.32%
6,298 $304,000
Q4 2022

Feb 09, 2023
BUY
$42.25 - $48.16 $86,950 - $99,113
2,058 Added 37.64%
7,526 $339,000
Q3 2022

Nov 02, 2022
BUY
$42.35 - $51.01 $61,831 - $74,474
1,460 Added 36.43%
5,468 $232,000
Q1 2022

May 06, 2022
BUY
$49.51 - $57.27 $99,218 - $114,769
2,004 Added 100.0%
4,008 $216,000
Q4 2021

Feb 09, 2022
SELL
$51.9 - $57.29 $4,203 - $4,640
-81 Reduced 3.88%
2,004 $228,000
Q3 2021

Nov 08, 2021
BUY
$51.52 - $54.94 $51 - $54
1 Added 0.05%
2,085 $217,000
Q2 2021

Aug 10, 2021
BUY
$48.62 - $52.01 $48 - $52
1 Added 0.05%
2,084 $217,000
Q1 2021

May 13, 2021
BUY
$44.9 - $48.34 $75,881 - $81,694
1,690 Added 430.03%
2,083 $200,000
Q4 2020

Feb 09, 2021
BUY
$39.35 - $45.48 $12,237 - $14,144
311 Added 379.27%
393 $36,000
Q2 2020

Aug 10, 2020
SELL
$29.25 - $38.76 $32,964 - $43,682
-1,127 Reduced 93.22%
82 $6,000
Q1 2020

May 07, 2020
BUY
$26.61 - $40.52 $25,040 - $38,129
941 Added 351.12%
1,209 $74,000
Q4 2019

Feb 14, 2020
SELL
$34.42 - $38.54 $2,581 - $2,890
-75 Reduced 21.87%
268 $21,000
Q3 2019

Nov 13, 2019
SELL
$35.28 - $36.01 $3,245 - $3,312
-92 Reduced 21.15%
343 $0
Q2 2019

Aug 13, 2019
SELL
N/A
-8 Reduced 1.81%
435 $31,000
Q1 2019

May 13, 2019
BUY
N/A
144 Added 48.16%
443 $30,000
Q4 2018

Jan 29, 2019
BUY
N/A
55 Added 22.54%
299 $18,000
Q3 2018

Nov 09, 2018
BUY
N/A
162 Added 197.56%
244 $17,000
Q2 2018

Jul 26, 2018
SELL
N/A
-1,114 Reduced 93.14%
82 $5,000
Q1 2018

May 01, 2018
BUY
N/A
82 Added 7.36%
1,196 $75,000
Q3 2017

Nov 08, 2017
BUY
N/A
1,114
1,114 $67,000

Others Institutions Holding SCHX

# of Institutions
1,477
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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