Avantax Advisory Services, Inc. Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 26,225 shares of SCHE stock, worth $710,173. This represents 0.01% of its overall portfolio holdings.

Number of Shares

26,225

Previous 57,182 54.14%

Holding current value

$710,173

Previous $1.52 Million 49.6%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$25.45 - $29.53 $787,855 - $914,160	-30,957 Reduced 54.14%	26,225 $765,000
Q2 2024 Aug 09, 2024	BUY	$24.67 - $27.2 $1.02 Million - $1.12 Million	41,286 Added 259.73%	57,182 $1.52 Million
Q1 2024 May 08, 2024	BUY	$23.47 - $25.45 $18,776 - $20,360	800 Added 5.3%	15,896 $401,000
Q4 2023 Feb 07, 2024	BUY	$23.04 - $24.89 $31,795 - $34,348	1,380 Added 10.06%	15,096 $374,000
Q3 2023 Nov 07, 2023	BUY	$23.83 - $26.11 $64,102 - $70,235	2,690 Added 24.4%	13,716 $328,000
Q2 2023 Aug 11, 2023	BUY	$23.66 - $25.54 $21,270 - $22,960	899 Added 8.88%	11,026 $271,000
Q1 2023 Apr 28, 2023	SELL	$23.32 - $26.39 $269,789 - $305,305	-11,569 Reduced 53.32%	10,127 $248,000
Q4 2022 Feb 13, 2023	SELL	$21.59 - $24.95 $39,898 - $46,107	-1,848 Reduced 7.85%	21,696 $513,000
Q3 2022 Nov 01, 2022	BUY	$22.4 - $25.83 $31,807 - $36,678	1,420 Added 6.42%	23,544 $527,000
Q2 2022 Aug 02, 2022	BUY	$24.51 - $28.87 $6,666 - $7,852	272 Added 1.24%	22,124 $561,000
Q1 2022 Apr 27, 2022	SELL	$25.61 - $30.82 $129,202 - $155,486	-5,045 Reduced 18.76%	21,852 $610,000
Q4 2021 Jan 24, 2022	BUY	$28.68 - $31.96 $4,359 - $4,857	152 Added 0.57%	26,897 $797,000
Q3 2021 Oct 21, 2021	BUY	$29.81 - $32.7 $8,197 - $8,992	275 Added 1.04%	26,745 $817,000
Q2 2021 Jul 29, 2021	BUY	$31.06 - $33.61 $17,548 - $18,989	565 Added 2.18%	26,470 $869,000
Q1 2021 May 13, 2021	SELL	$30.78 - $34.63 $87,015 - $97,899	-2,827 Reduced 9.84%	25,905 $820,000
Q4 2020 Jan 22, 2021	SELL	$26.72 - $30.68 $386,424 - $443,694	-14,462 Reduced 33.48%	28,732 $879,000
Q3 2020 Oct 14, 2020	BUY	$24.69 - $27.71 $796,919 - $894,395	32,277 Added 295.66%	43,194 $1.15 Million
Q2 2020 Aug 06, 2020	SELL	$19.87 - $25.05 $1 Million - $1.26 Million	-50,487 Reduced 82.22%	10,917 $264,000
Q1 2020 Apr 30, 2020	BUY	$18.68 - $28.22 $1.15 Million - $1.73 Million	61,404 New	61,404 $1.27 Million

Others Institutions Holding SCHE

# of Institutions

783

Shares Held

142M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

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 Emergin Transaction History