PLANTE MORAN FINANCIAL ADVISORS, LLC – Schwab Fundamental U.S. Large Company Index ETF Transaction History
PLANTE MORAN FINANCIAL ADVISORS, LLC portfolio value:
$97,000
portfolio value
PLANTE MORAN FINANCIAL ADVISORS, LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Large Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1145.40% | 1.86K shares | 89K | $47.76 | 2.03K |
| Q2 2022 | share | Decrease | -78.61% | -599 shares | -37K | $50.9 | 163 |
| Q1 2022 | share | Increase | +91.94% | 365 shares | 22K | $58.5 | 762 |
| Q4 2021 | share | 0.00% | 0 shares | 2K | $58.61 | 397 | |
| Q3 2021 | share | Increase | +5.03% | 19 shares | 0 | $53.95 | 397 |
| Q2 2021 | share | 0.00% | 0 shares | 1K | $54.47 | 378 | |
| Q1 2021 | share | Increase | 0.00% | 378 shares | 20K | $51.22 | 378 |
| Q1 2019 | share | Decrease | -100.00% | -142 shares | -5K | $35.76 | 0 |
| Q4 2018 | share | Decrease | -91.77% | -1.58K shares | -63K | $31.85 | 142 |
| Q3 2018 | share | 0.00% | 0 shares | 4K | $36.96 | 1.72K | |
| Q2 2018 | share | Decrease | -33.01% | -850 shares | -30K | $34.59 | 1.72K |
| Q1 2018 | share | 0.00% | 0 shares | -2K | $33.49 | 2.57K | |
| Q4 2017 | share | 0.00% | 0 shares | 5K | $34.36 | 2.57K | |
| Q3 2017 | share | Increase | 0.00% | 2.57K shares | 91K | $32.07 | 2.57K |