Avantax Advisory Services, Inc. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 365,992 shares of SCHV stock, worth $9.64 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

365,992

Previous 302,779 20.88%

Holding current value

$9.64 Million

Previous $22.4 Million 31.14%

% of portfolio

0.2%

Previous 0.16%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$73.43 - $80.37 $4.64 Million - $5.08 Million	63,213 Added 20.88%	365,992 $29.4 Million
Q2 2024 Aug 09, 2024	BUY	$71.74 - $75.86 $5.07 Million - $5.36 Million	70,644 Added 30.43%	302,779 $22.4 Million
Q1 2024 May 08, 2024	BUY	$68.82 - $75.98 $5.65 Million - $6.24 Million	82,068 Added 54.69%	232,135 $17.6 Million
Q4 2023 Feb 07, 2024	BUY	$61.16 - $70.24 $5.1 Million - $5.86 Million	83,396 Added 125.09%	150,067 $10.5 Million
Q3 2023 Nov 07, 2023	BUY	$64.45 - $69.39 $426,207 - $458,876	6,613 Added 11.01%	66,671 $4.3 Million
Q2 2023 Aug 11, 2023	BUY	$63.33 - $67.21 $164,404 - $174,477	2,596 Added 4.52%	60,058 $4.03 Million
Q1 2023 Apr 28, 2023	BUY	$62.59 - $69.3 $168,617 - $186,694	2,694 Added 4.92%	57,462 $3.77 Million
Q4 2022 Feb 13, 2023	SELL	$59.13 - $69.24 $802,512 - $939,725	-13,572 Reduced 19.86%	54,768 $3.62 Million
Q3 2022 Nov 01, 2022	BUY	$58.51 - $69.02 $75,887 - $89,518	1,297 Added 1.93%	68,340 $4 Million
Q2 2022 Aug 02, 2022	SELL	$60.93 - $72.3 $651,768 - $773,393	-10,697 Reduced 13.76%	67,043 $4.19 Million
Q1 2022 Apr 27, 2022	BUY	$67.71 - $74.19 $258,652 - $283,405	3,820 Added 5.17%	77,740 $5.56 Million
Q4 2021 Jan 24, 2022	BUY	$67.9 - $73.3 $3.32 Million - $3.58 Million	48,859 Added 194.96%	73,920 $5.41 Million
Q3 2021 Oct 21, 2021	BUY	$66.91 - $71.05 $99,294 - $105,438	1,484 Added 6.29%	25,061 $1.69 Million
Q2 2021 Jul 29, 2021	SELL	$65.81 - $69.75 $70,679 - $74,911	-1,074 Reduced 4.36%	23,577 $1.61 Million
Q1 2021 May 13, 2021	BUY	$58.71 - $65.66 $1.03 Million - $1.16 Million	17,606 Added 249.91%	24,651 $1.61 Million
Q4 2020 Jan 22, 2021	SELL	$50.83 - $59.53 $338,019 - $395,874	-6,650 Reduced 48.56%	7,045 $420,000
Q3 2020 Oct 14, 2020	BUY	$49.44 - $54.86 $319,629 - $354,669	6,465 Added 89.42%	13,695 $712,000
Q2 2020 Aug 06, 2020	SELL	$42.21 - $55.29 $22,202 - $29,082	-526 Reduced 6.78%	7,230 $363,000
Q1 2020 Apr 30, 2020	BUY	$38.4 - $61.03 $297,830 - $473,348	7,756 New	7,756 $343,000

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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Avantax Advisory Services, Inc. Schwab Strategic Tr Us Large C Transaction History