Avantax Advisory Services, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 23,658 shares of SCHJ stock, worth $587,664. This represents 0.0% of its overall portfolio holdings.

Number of Shares

23,658

Previous 24,239 2.4%

Holding current value

$587,664

Previous $597,000 1.84%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$24.32 - $24.81 $14,129 - $14,414	-581 Reduced 2.4%	23,658 $586,000
Q1 2025 May 06, 2025	BUY	$24.29 - $24.65 $33,277 - $33,770	1,370 Added 5.99%	24,239 $597,000
Q4 2024 Feb 07, 2025	BUY	$24.31 - $49.53 $249,104 - $507,533	10,247 Added 81.18%	22,869 $557,000
Q3 2024 Nov 13, 2024	BUY	$48.09 - $49.69 $253,915 - $262,363	5,280 Added 71.92%	12,622 $626,000
Q2 2024 Aug 09, 2024	BUY	$47.73 - $48.35 $21,860 - $22,144	458 Added 6.65%	7,342 $354,000

Q1 2024 May 08, 2024	BUY	$48.03 - $48.53 $6,243 - $6,308	130 Added 1.92%	6,884 $332,000
Q4 2023 Feb 07, 2024	BUY	$46.51 - $48.38 $50,463 - $52,492	1,085 Added 19.14%	6,754 $326,000
Q3 2023 Nov 07, 2023	BUY	$46.87 - $47.5 $40,495 - $41,040	864 Added 17.98%	5,669 $266,000
Q2 2023 Aug 11, 2023	BUY	$47.14 - $47.79 $226,507 - $229,630	4,805 New	4,805 $227,000

Others Institutions Holding SCHJ

# of Institutions

126

Shares Held

7.49M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
Sector ETFs
Industry ETFs

More about SCHJ

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 1 5 Yr C Transaction History