Schwab U S Broad Market ETF shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $226k | 3.4k | 66.53 |
| 2024-06-30 | $214k | 3.4k | 62.88 |
| 2024-03-31 | $217k | 3.6k | 61.04 |
| 2023-12-31 | $208k | 3.7k | 55.67 |
| 2023-09-30 | $221k | 4.4k | 49.85 |
| 2023-06-30 | $229k | 4.4k | 51.70 |
| 2023-03-31 | $232k | 4.9k | 47.85 |
| 2022-12-31 | $237k | 5.3k | 44.81 |
| 2022-09-30 | $217k | 5.2k | 42.04 |
| 2022-06-30 | $213k | 4.8k | 44.24 |
| 2022-03-31 | $256k | 4.8k | 53.31 |
| 2021-12-31 | $292k | 2.6k | 112.83 |
| 2021-09-30 | $445k | 4.3k | 103.92 |
| 2021-06-30 | $274k | 2.6k | 104.34 |
| 2021-03-31 | $207k | 2.1k | 96.86 |
| 2020-12-31 | $248k | 2.7k | 90.98 |
| 2020-09-30 | $2.3M | 29k | 79.64 |
| 2020-06-30 | $2.6M | 35k | 73.47 |
| 2020-03-31 | $2.0M | 33k | 60.44 |
| 2019-12-31 | $3.1M | 40k | 76.89 |
| 2019-09-30 | $3.9M | 55k | 71.02 |
| 2019-06-30 | $63k | 889 | 70.87 |
| 2019-03-31 | $61k | 891 | 68.46 |
| 2018-12-31 | $53k | 891 | 59.48 |
| 2018-09-30 | $40k | 565 | 70.80 |
| 2018-06-30 | $37k | 563 | 65.72 |
| 2018-03-31 | $36k | 563 | 63.94 |
| 2017-12-31 | $36k | 559 | 64.40 |
More positions owned by Plante Moran Financial Advisors
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