Avantax Advisory Services, Inc. Schwab Strategic Tr Us Broad M Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 81,215 shares of SCHB stock, worth $2.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

81,215

Previous 78,551 3.39%

Holding current value

$2.1 Million

Previous $1.69 Million 14.43%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$19.1 - $23.83 $50,882 - $63,483	2,664 Added 3.39%	81,215 $1.94 Million
Q1 2025 May 06, 2025	SELL	$21.23 - $23.75 $82,457 - $92,245	-3,884 Reduced 4.71%	78,551 $1.69 Million
Q4 2024 Feb 07, 2025	BUY	$22.01 - $66.82 $1.28 Million - $3.9 Million	58,357 Added 242.37%	82,435 $1.87 Million
Q3 2024 Nov 13, 2024	BUY	$59.93 - $66.52 $62,387 - $69,247	1,041 Added 4.52%	24,078 $1.6 Million
Q2 2024 Aug 09, 2024	BUY	$57.57 - $63.3 $665,739 - $732,001	11,564 Added 100.79%	23,037 $1.45 Million

Q1 2024 May 08, 2024	BUY	$54.61 - $61.05 $109,547 - $122,466	2,006 Added 21.19%	11,473 $700,000
Q4 2023 Feb 07, 2024	BUY	$47.61 - $55.91 $186,488 - $218,999	3,917 Added 70.58%	9,467 $527,000
Q3 2023 Nov 07, 2023	BUY	$49.59 - $53.57 $30,844 - $33,320	622 Added 12.62%	5,550 $276,000
Q2 2023 Aug 11, 2023	BUY	$47.08 - $51.7 $30,366 - $33,346	645 Added 15.06%	4,928 $254,000
Q1 2023 Apr 28, 2023	BUY	$44.47 - $49.23 $190,465 - $210,852	4,283 New	4,283 $204,000
Q4 2020 Jan 22, 2021	SELL	$39.03 - $45.5 $134,926 - $157,293	-3,457 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$36.93 - $42.52 $127,667 - $146,991	3,457 New	3,457 $274,000
Q4 2019 Feb 14, 2020	SELL	$34.47 - $38.58 $127,401 - $142,591	-3,696 Closed	0 $0
Q3 2019 Nov 08, 2019	SELL	$35.32 - $36.13 $34,260 - $35,046	-970 Reduced 20.79%	3,696 $263,000
Q2 2019 Aug 06, 2019	SELL	N/A	-5,869 Reduced 55.71%	4,666 $329,000
Q1 2019 May 13, 2019	BUY	N/A	10,535 New	10,535 $717,000

Others Institutions Holding SCHB

# of Institutions

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Avantax Advisory Services, Inc. Schwab Strategic Tr Us Broad M Transaction History