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 10,521 shares of SCHX stock, worth $251,346. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,521

Previous 6,878 52.97%

Holding current value

$251,346

Previous $441,000 61.68%

% of portfolio

0.06%

Previous 0.04%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

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