PLANTE MORAN FINANCIAL ADVISORS, LLC – Schwab U.S. Mid-Cap ETF Transaction History
PLANTE MORAN FINANCIAL ADVISORS, LLC portfolio value:
$3.82M
portfolio value
PLANTE MORAN FINANCIAL ADVISORS, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +18.46% | 9.85K shares | 479K | $60.53 | 63.24K |
| Q2 2022 | share | Increase | +58.42% | 19.68K shares | 792K | $62.73 | 53.39K |
| Q1 2022 | share | Increase | +696.36% | 29.47K shares | 2.21M | $75.86 | 33.70K |
| Q4 2021 | share | Increase | +3580.00% | 4.11K shares | 331K | $80.5 | 4.23K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $76.66 | 115 | |
| Q2 2021 | share | 0.00% | 0 shares | 0 | $77.99 | 115 | |
| Q1 2021 | share | Increase | 0.00% | 115 shares | 9K | $73.97 | 115 |
| Q2 2020 | share | Decrease | -100.00% | -480 shares | -20K | $51.79 | 0 |
| Q1 2020 | share | Increase | +72.66% | 202 shares | 3K | $41.36 | 480 |
| Q4 2019 | share | Decrease | -57.49% | -376 shares | -20K | $58.73 | 278 |
| Q3 2019 | share | Increase | +76.76% | 284 shares | 16K | $54.92 | 654 |
| Q2 2019 | share | Increase | +46.25% | 117 shares | 7K | $55.23 | 370 |
| Q1 2019 | share | Increase | +30.41% | 59 shares | 5K | $53.4 | 253 |
| Q4 2018 | share | 0.00% | 0 shares | -2K | $46.07 | 194 | |
| Q3 2018 | share | Increase | 0.00% | 194 shares | 11K | $55.32 | 194 |