Avantax Advisory Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 36,737 shares of SCHM stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

36,737

Previous 12,151 202.34%

Holding current value

$1.03 Million

Previous $1.01 Million 0.79%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$27.54 - $83.04 $677,098 - $2.04 Million	24,586 Added 202.34%	36,737 $1.02 Million
Q3 2024 Nov 13, 2024	SELL	$75.47 - $83.18 $14,188 - $15,637	-188 Reduced 1.52%	12,151 $1.01 Million
Q2 2024 Aug 09, 2024	SELL	$75.69 - $81.19 $40,040 - $42,949	-529 Reduced 4.11%	12,339 $960,000
Q1 2024 May 08, 2024	SELL	$72.89 - $81.43 $72 - $81	-1 Reduced 0.01%	12,868 $1.05 Million
Q4 2023 Feb 07, 2024	SELL	$63.01 - $75.95 $1.29 Million - $1.56 Million	-20,523 Reduced 61.46%	12,869 $969,000
Q3 2023 Nov 07, 2023	BUY	$66.75 - $73.98 $1.65 Million - $1.83 Million	24,690 Added 283.73%	33,392 $2.26 Million
Q2 2023 Aug 11, 2023	SELL	$65.29 - $71.03 $7,965 - $8,665	-122 Reduced 1.38%	8,702 $618,000
Q1 2023 Apr 28, 2023	SELL	$64.24 - $73.9 $426,039 - $490,104	-6,632 Reduced 42.91%	8,824 $598,000
Q4 2022 Feb 13, 2023	BUY	$61.05 - $69.94 $40,903 - $46,859	670 Added 4.53%	15,456 $1.01 Million
Q3 2022 Nov 01, 2022	BUY	$60.5 - $72.51 $158,631 - $190,121	2,622 Added 21.56%	14,786 $895,000
Q2 2022 Aug 02, 2022	BUY	$60.91 - $76.4 $118,043 - $148,063	1,938 Added 18.95%	12,164 $763,000
Q1 2022 Apr 27, 2022	BUY	$70.66 - $80.89 $50,309 - $57,593	712 Added 7.48%	10,226 $777,000
Q4 2021 Jan 24, 2022	BUY	$76.01 - $83.39 $161,673 - $177,370	2,127 Added 28.79%	9,514 $765,000
Q3 2021 Oct 21, 2021	BUY	$74.65 - $80.95 $193,044 - $209,336	2,586 Added 53.86%	7,387 $566,000
Q2 2021 Jul 29, 2021	BUY	$74.64 - $79.12 $358,346 - $379,855	4,801 New	4,801 $378,000
Q4 2020 Jan 22, 2021	SELL	$55.93 - $68.45 $332,727 - $407,209	-5,949 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$51.99 - $58.83 $309,288 - $349,979	5,949 New	5,949 $331,000
Q2 2020 Aug 06, 2020	SELL	$39.01 - $57.03 $451,423 - $659,951	-11,572 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$35.83 - $62.24 $192,550 - $334,477	5,374 Added 86.71%	11,572 $487,000
Q4 2019 Feb 14, 2020	BUY	$54.56 - $60.24 $338,162 - $373,367	6,198 New	6,198 $373,000

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Avantax Advisory Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History