SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Plante Moran Financial Advisors, LLC's Holding History (CIK: 0001424717)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 29,534 Value ($000) $810 Avg Close Range
Q3 2025
Shares 12,665 Value ($000) $346 Avg Close Range
Q2 2025
Shares 13,645 Value ($000) $362 Avg Close Range
Q1 2025
Shares 14,776 Value ($000) $413 Avg Close Range
Q4 2024
Shares 14,095 Value ($000) $385 Avg Close Range
Q3 2024
Shares 2,797 Value ($000) $236 Avg Close Range
Q2 2024
Shares 3,480 Value ($000) $271 Avg Close Range
Q1 2024
Shares 1,969 Value ($000) $159 Avg Close Range
Q4 2023
Shares 1,954 Value ($000) $149 Avg Close Range
Q3 2023
Shares 2,610 Value ($000) $185 Avg Close Range
Q2 2023
Shares 2,203 Value ($000) $160 Avg Close Range
Q1 2023
Shares 2,199 Value ($000) $161 Avg Close Range
Q4 2022
Shares 2,183 Value ($000) $165 Avg Close Range
Q3 2022
Shares 3,104 Value ($000) $206 Avg Close Range
Q2 2022
Shares 1,153 Value ($000) $83 Avg Close Range
Q1 2022
Shares 1,149 Value ($000) $91 Avg Close Range
Q4 2021
Shares 1,301 Value ($000) $105 Avg Close Range
Q3 2021
Shares 2,219 Value ($000) $165 Avg Close Range
Q2 2021
Shares 1,294 Value ($000) $98 Avg Close Range
Q1 2021
Shares 741 Value ($000) $54 Avg Close Range
Q4 2020
Shares 708 Value ($000) $45 Avg Close Range
Q3 2020
Shares 634 Value ($000) $35 Avg Close Range
Q2 2020
Shares 321 Value ($000) $17 Avg Close Range
Q1 2020
Shares 318 Value ($000) $14 Avg Close Range
Q4 2019
Shares 467 Value ($000) $27 Avg Close Range
Q3 2019
Shares 337 Value ($000) $18 Avg Close Range
Q2 2019
Shares 307 Value ($000) $16 Avg Close Range
Q1 2019
Shares 307 Value ($000) $16 Avg Close Range
Q1 2018
Shares 1,077 Value ($000) $53 Avg Close Range
Q4 2017
Shares 1,077 Value ($000) $55 Avg Close Range
Q3 2017
Shares 1,077 Value ($000) $50 Avg Close Range