Schwab U S Small Cap ETF shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $122k | 2.4k | 51.50 |
| 2024-06-30 | $113k | 2.4k | 47.45 |
| 2024-03-31 | $51k | 1.0k | 49.24 |
| 2023-12-31 | $55k | 1.2k | 47.24 |
| 2023-09-30 | $64k | 1.6k | 41.42 |
| 2023-06-30 | $67k | 1.5k | 43.80 |
| 2023-03-31 | $73k | 1.7k | 41.93 |
| 2022-12-31 | $72k | 1.8k | 40.51 |
| 2022-09-30 | $81k | 2.2k | 37.62 |
| 2022-06-30 | $60k | 1.5k | 39.16 |
| 2022-03-31 | $86k | 1.8k | 47.25 |
| 2021-12-31 | $60k | 589 | 101.87 |
| 2021-09-30 | $58k | 578 | 100.35 |
| 2021-06-30 | $49k | 475 | 103.16 |
| 2021-03-31 | $57k | 574 | 99.30 |
| 2020-12-31 | $13k | 143 | 90.91 |
| 2020-09-30 | $10k | 143 | 69.93 |
| 2020-06-30 | $3.0k | 44 | 68.18 |
| 2020-03-31 | $12k | 235 | 51.06 |
| 2019-12-31 | $734k | 9.7k | 75.60 |
| 2019-09-30 | $1.3M | 18k | 69.71 |
| 2019-06-30 | $67k | 940 | 71.28 |
| 2019-03-31 | $54k | 771 | 70.04 |
| 2018-12-31 | $44k | 719 | 61.20 |
| 2018-09-30 | $52k | 689 | 75.47 |
| 2018-06-30 | $40k | 547 | 73.13 |
| 2018-03-31 | $38k | 547 | 69.47 |
| 2017-12-31 | $38k | 546 | 69.60 |
| 2017-09-30 | $15k | 220 | 68.18 |
| 2017-06-30 | $14k | 220 | 63.64 |
| 2017-03-31 | $14k | 220 | 63.64 |
| 2016-12-31 | $14k | 220 | 63.64 |
| 2016-09-30 | $13k | 220 | 59.09 |
| 2016-06-30 | $12k | 220 | 54.55 |
| 2016-03-31 | $11k | 220 | 50.00 |
| 2015-12-31 | $11k | 220 | 50.00 |
| 2015-09-30 | $11k | 220 | 50.00 |
| 2015-06-30 | $13k | 220 | 59.09 |
| 2015-03-31 | $23k | 400 | 57.50 |
| 2014-12-31 | $22k | 400 | 55.00 |
| 2014-09-30 | $21k | 400 | 52.50 |
| 2014-06-30 | $22k | 400 | 55.00 |
| 2014-03-31 | $21k | 400 | 52.50 |
| 2013-12-31 | $21k | 400 | 52.50 |
| 2013-09-30 | $19k | 400 | 47.50 |
More positions owned by Plante Moran Financial Advisors
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