Schwab Strategic Tr us lrg cap etf shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $714k | 11k | 67.85 |
| 2024-06-30 | $442k | 6.9k | 64.25 |
| 2024-03-31 | $430k | 6.9k | 62.06 |
| 2023-12-31 | $387k | 6.9k | 56.40 |
| 2023-09-30 | $321k | 6.3k | 50.60 |
| 2023-06-30 | $330k | 6.3k | 52.37 |
| 2023-03-31 | $305k | 6.3k | 48.37 |
| 2022-12-31 | $340k | 7.5k | 45.15 |
| 2022-09-30 | $232k | 5.5k | 42.43 |
| 2022-06-30 | $179k | 4.0k | 44.66 |
| 2022-03-31 | $216k | 4.0k | 53.89 |
| 2021-12-31 | $228k | 2.0k | 113.77 |
| 2021-09-30 | $217k | 2.1k | 104.08 |
| 2021-06-30 | $217k | 2.1k | 104.13 |
| 2021-03-31 | $200k | 2.1k | 96.02 |
| 2020-12-31 | $36k | 393 | 91.60 |
| 2020-09-30 | $7.0k | 82 | 85.37 |
| 2020-06-30 | $6.0k | 82 | 73.17 |
| 2020-03-31 | $74k | 1.2k | 61.21 |
| 2019-12-31 | $21k | 268 | 78.36 |
| 2019-09-30 | $24k | 343 | 69.97 |
| 2019-06-30 | $31k | 435 | 71.26 |
| 2019-03-31 | $30k | 443 | 67.72 |
| 2018-12-31 | $18k | 299 | 60.20 |
| 2018-09-30 | $17k | 244 | 69.67 |
| 2018-06-30 | $5.0k | 82 | 60.98 |
| 2018-03-31 | $75k | 1.2k | 62.71 |
| 2017-12-31 | $71k | 1.1k | 63.73 |
| 2017-09-30 | $67k | 1.1k | 60.14 |
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