Avantax Advisory Services, Inc. Schwab Short Term Us Treasury Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 17,817 shares of SCHO stock, worth $433,487. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,817

Previous 9,351 90.54%

Holding current value

$433,487

Previous $458,000 6.55%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$24.06 - $48.88 $203,691 - $413,818	8,466 Added 90.54%	17,817 $428,000
Q3 2024 Nov 13, 2024	SELL	$47.93 - $49.06 $146,282 - $149,731	-3,052 Reduced 24.61%	9,351 $458,000
Q2 2024 Aug 09, 2024	BUY	$47.75 - $48.13 $86,379 - $87,067	1,809 Added 17.08%	12,403 $596,000
Q1 2024 May 08, 2024	BUY	$48.05 - $48.63 $45,983 - $46,538	957 Added 9.93%	10,594 $510,000
Q4 2023 Feb 07, 2024	SELL	$47.66 - $48.45 $109,284 - $111,095	-2,293 Reduced 19.22%	9,637 $466,000
Q3 2023 Nov 07, 2023	BUY	$47.78 - $48.2 $12,136 - $12,242	254 Added 2.18%	11,930 $571,000
Q2 2023 Aug 11, 2023	BUY	$48.06 - $48.89 $97,273 - $98,953	2,024 Added 20.97%	11,676 $561,000
Q1 2023 Apr 28, 2023	SELL	$47.8 - $49.0 $2.82 Million - $2.89 Million	-58,947 Reduced 85.93%	9,652 $470,000
Q4 2022 Feb 13, 2023	BUY	$47.89 - $48.47 $3.06 Million - $3.09 Million	63,812 Added 1333.03%	68,599 $3.31 Million
Q3 2022 Nov 01, 2022	BUY	$48.15 - $49.37 $230,494 - $236,334	4,787 New	4,787 $231,000

Others Institutions Holding SCHO

# of Institutions

679

Shares Held

350M

Call Options Held

56.5K

Put Options Held

44.6K

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Avantax Advisory Services, Inc. Schwab Short Term Us Treasury Transaction History