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 $948,863. This represents 0.08% of its overall portfolio holdings.

Number of Shares

40,360

Previous 10,521 283.61%

Holding current value

$948,863

Previous $713,000 31.14%

% of portfolio

0.08%

Previous 0.06%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,470

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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