Avantax Advisory Services, Inc. Schwab Strategic Us Tips ETF Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 211,670 shares of SCHP stock, worth $5.64 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

211,670

Previous 131,877 60.51%

Holding current value

$5.64 Million

Previous $7.07 Million 22.7%

% of portfolio

0.04%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$25.74 - $53.78 $2.05 Million - $4.29 Million	79,793 Added 60.51%	211,670 $5.47 Million
Q3 2024 Nov 13, 2024	BUY	$51.58 - $53.79 $266,152 - $277,556	5,160 Added 4.07%	131,877 $7.07 Million
Q2 2024 Aug 09, 2024	BUY	$51.1 - $52.24 $234,446 - $239,677	4,588 Added 3.76%	126,717 $6.59 Million
Q1 2024 May 08, 2024	BUY	$51.32 - $52.45 $2.2 Million - $2.25 Million	42,822 Added 54.0%	122,129 $6.37 Million
Q4 2023 Feb 07, 2024	BUY	$49.69 - $52.46 $939,538 - $991,913	18,908 Added 31.31%	79,307 $4.14 Million
Q3 2023 Nov 07, 2023	BUY	$50.37 - $52.48 $389,460 - $405,775	7,732 Added 14.68%	60,399 $3.05 Million
Q2 2023 Aug 11, 2023	BUY	$52.18 - $54.02 $142,086 - $147,096	2,723 Added 5.45%	52,667 $2.76 Million
Q1 2023 Apr 28, 2023	BUY	$51.68 - $53.62 $509,358 - $528,478	9,856 Added 24.59%	49,944 $2.68 Million
Q4 2022 Feb 13, 2023	BUY	$51.47 - $53.83 $188,328 - $196,963	3,659 Added 10.04%	40,088 $2.08 Million
Q3 2022 Nov 01, 2022	SELL	$51.8 - $57.88 $267,339 - $298,718	-5,161 Reduced 12.41%	36,429 $1.89 Million
Q2 2022 Aug 02, 2022	SELL	$55.59 - $60.15 $105,343 - $113,984	-1,895 Reduced 4.36%	41,590 $2.32 Million
Q1 2022 Apr 27, 2022	SELL	$59.94 - $62.99 $100,819 - $105,949	-1,682 Reduced 3.72%	43,485 $2.64 Million
Q4 2021 Jan 24, 2022	BUY	$62.25 - $63.89 $1.09 Million - $1.12 Million	17,541 Added 63.49%	45,167 $2.84 Million
Q3 2021 Oct 21, 2021	BUY	$62.25 - $63.89 $447,079 - $458,857	7,182 Added 35.13%	27,626 $1.73 Million
Q2 2021 Jul 29, 2021	BUY	$61.03 - $62.53 $474,020 - $485,670	7,767 Added 61.27%	20,444 $1.28 Million
Q1 2021 May 13, 2021	BUY	$60.52 - $62.31 $487,307 - $501,720	8,052 Added 174.1%	12,677 $773,000
Q4 2020 Jan 22, 2021	SELL	$60.73 - $62.08 $1.44 Million - $1.47 Million	-23,748 Reduced 83.7%	4,625 $289,000
Q3 2020 Oct 14, 2020	BUY	$60.05 - $61.93 $1.47 Million - $1.51 Million	24,405 Added 615.05%	28,373 $1.75 Million
Q1 2020 Apr 30, 2020	SELL	$53.09 - $59.55 $57,018 - $63,956	-1,074 Reduced 21.3%	3,968 $228,000
Q4 2019 Feb 14, 2020	BUY	$56.32 - $57.23 $283,965 - $288,553	5,042 New	5,042 $287,000
Q3 2019 Nov 08, 2019	SELL	$56.24 - $57.07 $666,668 - $676,507	-11,854 Closed	0 $0
Q2 2019 Aug 06, 2019	SELL	N/A	-14,786 Reduced 55.5%	11,854 $668,000
Q1 2019 May 13, 2019	SELL	N/A	-6,229 Reduced 18.95%	26,640 $1.47 Million
Q4 2018 Feb 13, 2019	BUY	N/A	32,869 New	32,869 $1.75 Million

Others Institutions Holding SCHP

# of Institutions

716

Shares Held

286M

Call Options Held

110K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

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 Us Tips ETF Transaction History