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

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

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 24,078 shares of SCHB stock, worth $560,054. This represents 0.01% of its overall portfolio holdings.

Number of Shares

24,078

Previous 23,037 4.52%

Holding current value

$560,054

Previous $1.45 Million 10.57%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

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