PLANTE MORAN FINANCIAL ADVISORS, LLC – Schwab U.S. Broad Market ETF Transaction History
PLANTE MORAN FINANCIAL ADVISORS, LLC portfolio value:
$217,000
portfolio value
PLANTE MORAN FINANCIAL ADVISORS, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.21% | 347 shares | 4K | $41.99 | 5.16K |
| Q2 2022 | share | Increase | +0.27% | 13 shares | -43K | $44.19 | 4.81K |
| Q1 2022 | share | Decrease | -7.23% | -374 shares | -36K | $53.39 | 4.80K |
| Q4 2021 | share | Decrease | -39.56% | -1.69K shares | -153K | $113.36 | 2.58K |
| Q3 2021 | share | Increase | +63.06% | 1.65K shares | 171K | $103.86 | 4.28K |
| Q2 2021 | share | Increase | +22.88% | 489 shares | 67K | $103.94 | 2.62K |
| Q1 2021 | share | Decrease | -21.61% | -589 shares | -41K | $96.11 | 2.13K |
| Q4 2020 | share | Decrease | -90.54% | -26.08K shares | -2.04M | $90.16 | 2.72K |
| Q3 2020 | share | Decrease | -17.37% | -6.05K shares | -267K | $78.59 | 28.80K |
| Q2 2020 | share | Increase | +4.25% | 1.42K shares | 540K | $72.04 | 34.86K |
| Q1 2020 | share | Decrease | -16.14% | -6.43K shares | -1.04M | $59.01 | 33.43K |
| Q4 2019 | share | Decrease | -27.22% | -14.91K shares | -825K | $74.64 | 39.87K |
| Q3 2019 | share | Increase | +6062.88% | 53.89K shares | 3.82M | $68.53 | 54.78K |
| Q2 2019 | share | Decrease | -0.22% | -2 shares | 2K | $67.74 | 889 |
| Q1 2019 | share | 0.00% | 0 shares | 8K | $65.07 | 891 | |
| Q4 2018 | share | Increase | +57.70% | 326 shares | 13K | $57.07 | 891 |
| Q3 2018 | share | Increase | +0.36% | 2 shares | 3K | $66.69 | 565 |
| Q2 2018 | share | 0.00% | 0 shares | 1K | $62.24 | 563 | |
| Q1 2018 | share | Increase | +0.72% | 4 shares | 0 | $59.91 | 563 |
| Q4 2017 | share | Increase | 0.00% | 559 shares | 36K | $60.35 | 559 |