Plante Moran Financial Advisors, LLC's ownership history for SCHD


Plante Moran Financial Advisors, LLC currently holds 35.5K shares with a market value of $1.1M. It started holding SCHD on 2024-09-30. At its peak, it held 35.5K shares on 2026-03-31. Its highest holding value was $1.1M on 2026-03-31. At its lowest, it held 2.8K shares on 2024-09-30, with a value of $236.4K on 2024-09-30. In the recent 180 days, Plante Moran Financial Advisors, LLC has increased its shares by 22.8K. In the recent year, Plante Moran Financial Advisors, LLC has increased its shares by 20.7K.


Plante Moran Financial Advisors, LLC's ownership history for SCHD