Schwab Strategic Tr cmn shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $139k | 5.3k | 26.07 |
| 2022-09-30 | $17k | 284 | 59.86 |
| 2022-03-31 | $14k | 190 | 73.68 |
| 2021-12-31 | $69k | 940 | 73.40 |
| 2021-09-30 | $63k | 940 | 67.02 |
| 2021-06-30 | $64k | 940 | 68.09 |
| 2021-03-31 | $61k | 940 | 64.89 |
| 2020-12-31 | $45k | 750 | 60.00 |
| 2020-09-30 | $39k | 750 | 52.00 |
| 2020-06-30 | $38k | 750 | 50.67 |
| 2020-03-31 | $33k | 750 | 44.00 |
| 2019-12-31 | $52k | 870 | 59.77 |
| 2019-09-30 | $52k | 921 | 56.46 |
| 2019-06-30 | $52k | 921 | 56.46 |
| 2019-03-31 | $50k | 921 | 54.29 |
| 2018-12-31 | $59k | 1.2k | 48.92 |
| 2018-09-30 | $52k | 921 | 56.46 |
| 2018-06-30 | $40k | 750 | 53.33 |
| 2018-03-31 | $40k | 750 | 53.33 |
| 2017-12-31 | $41k | 750 | 54.67 |
| 2017-09-30 | $39k | 750 | 52.00 |
| 2017-06-30 | $38k | 750 | 50.67 |
| 2016-06-30 | $21k | 464 | 45.26 |
More positions owned by Plante Moran Financial Advisors
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