Plante Moran Financial Advisors, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 4,746 shares of SCHA stock, worth $104,032. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,746
Previous 2,373 100.0%
Holding current value
$104,032
Previous $122,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 05, 2025
BUY
$25.33 - $51.16 $60,108 - $121,402
2,373 Added 100.0%
4,746 $122,000
Q2 2024

Aug 12, 2024
BUY
$45.24 - $49.04 $60,304 - $65,370
1,333 Added 128.17%
2,373 $112,000
Q1 2024

May 09, 2024
SELL
$44.84 - $49.24 $5,918 - $6,499
-132 Reduced 11.26%
1,040 $51,000
Q4 2023

Feb 05, 2024
SELL
$38.13 - $48.02 $14,527 - $18,295
-381 Reduced 24.53%
1,172 $55,000
Q3 2023

Nov 07, 2023
BUY
$40.85 - $46.1 $857 - $968
21 Added 1.37%
1,553 $64,000
Q2 2023

Aug 07, 2023
SELL
$39.91 - $43.82 $8,301 - $9,114
-208 Reduced 11.95%
1,532 $67,000
Q1 2023

May 08, 2023
SELL
$39.82 - $46.36 $1,194 - $1,390
-30 Reduced 1.69%
1,740 $72,000
Q4 2022

Feb 09, 2023
SELL
$38.25 - $43.54 $14,649 - $16,675
-383 Reduced 17.79%
1,770 $71,000
Q3 2022

Nov 02, 2022
BUY
$37.65 - $45.9 $23,380 - $28,503
621 Added 40.54%
2,153 $81,000
Q2 2022

Aug 02, 2022
SELL
$37.88 - $48.01 $10,909 - $13,826
-288 Reduced 15.82%
1,532 $60,000
Q1 2022

May 06, 2022
BUY
$44.42 - $51.73 $54,681 - $63,679
1,231 Added 209.0%
1,820 $86,000
Q4 2021

Feb 09, 2022
BUY
$48.64 - $55.07 $535 - $605
11 Added 1.9%
589 $60,000
Q3 2021

Nov 08, 2021
BUY
$48.3 - $52.49 $4,974 - $5,406
103 Added 21.68%
578 $58,000
Q2 2021

Aug 10, 2021
SELL
$48.39 - $52.91 $4,790 - $5,238
-99 Reduced 17.25%
475 $49,000
Q1 2021

May 13, 2021
BUY
$43.89 - $52.63 $18,916 - $22,683
431 Added 301.4%
574 $57,000
Q3 2020

Nov 12, 2020
BUY
$32.09 - $36.38 $3,176 - $3,601
99 Added 225.0%
143 $10,000
Q2 2020

Aug 10, 2020
SELL
$23.59 - $35.22 $4,505 - $6,727
-191 Reduced 81.28%
44 $3,000
Q1 2020

May 07, 2020
SELL
$22.29 - $38.7 $211,175 - $366,643
-9,474 Reduced 97.58%
235 $12,000
Q4 2019

Feb 14, 2020
SELL
$33.63 - $38.03 $293,421 - $331,811
-8,725 Reduced 47.33%
9,709 $734,000
Q3 2019

Nov 13, 2019
BUY
$34.78 - $36.12 $608,441 - $631,883
17,494 Added 1861.06%
18,434 $0
Q2 2019

Aug 13, 2019
BUY
N/A
169 Added 21.92%
940 $67,000
Q1 2019

May 13, 2019
BUY
N/A
52 Added 7.23%
771 $54,000
Q4 2018

Jan 29, 2019
BUY
N/A
30 Added 4.35%
719 $44,000
Q3 2018

Nov 09, 2018
BUY
N/A
142 Added 25.96%
689 $52,000
Q1 2018

May 01, 2018
BUY
N/A
1 Added 0.18%
547 $38,000
Q4 2017

Feb 01, 2018
BUY
N/A
326 Added 148.18%
546 $38,000
Q3 2017

Nov 08, 2017
BUY
N/A
220
220 $15,000

Others Institutions Holding SCHA

# of Institutions
1,261
Shares Held
274M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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