PLANTE MORAN FINANCIAL ADVISORS, LLC – Schwab U.S. Large-Cap ETF Transaction History
PLANTE MORAN FINANCIAL ADVISORS, LLC portfolio value:
$232,000
portfolio value
PLANTE MORAN FINANCIAL ADVISORS, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +36.43% | 1.46K shares | 53K | $42.35 | 5.46K |
| Q2 2022 | share | 0.00% | 0 shares | -37K | $44.66 | 4.00K | |
| Q1 2022 | share | 0.00% | 0 shares | -12K | $53.85 | 4.00K | |
| Q4 2021 | share | Decrease | -3.88% | -81 shares | 11K | $114.22 | 2.00K |
| Q3 2021 | share | Increase | +0.05% | 1 shares | 0 | $104.03 | 2.08K |
| Q2 2021 | share | Increase | +0.05% | 1 shares | 17K | $103.64 | 2.08K |
| Q1 2021 | share | Increase | +430.03% | 1.69K shares | 164K | $95.42 | 2.08K |
| Q4 2020 | share | Increase | +379.27% | 311 shares | 29K | $90.1 | 393 |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $79.55 | 82 | |
| Q2 2020 | share | Decrease | -93.22% | -1.12K shares | -68K | $72.65 | 82 |
| Q1 2020 | share | Increase | +351.12% | 941 shares | 53K | $59.81 | 1.20K |
| Q4 2019 | share | Decrease | -21.87% | -75 shares | -3K | $74.57 | 268 |
| Q3 2019 | share | Decrease | -21.15% | -92 shares | -7K | $68.44 | 343 |
| Q2 2019 | share | Decrease | -1.81% | -8 shares | 1K | $67.41 | 435 |
| Q1 2019 | share | Increase | +48.16% | 144 shares | 12K | $64.64 | 443 |
| Q4 2018 | share | Increase | +22.54% | 55 shares | 1K | $56.83 | 299 |
| Q3 2018 | share | Increase | +197.56% | 162 shares | 12K | $65.87 | 244 |
| Q2 2018 | share | Decrease | -93.14% | -1.11K shares | -70K | $61.27 | 82 |
| Q1 2018 | share | Increase | +7.36% | 82 shares | 4K | $59.2 | 1.19K |
| Q4 2017 | share | 0.00% | 0 shares | 4K | $59.61 | 1.11K | |
| Q3 2017 | share | Increase | 0.00% | 1.11K shares | 67K | $55.86 | 1.11K |