Avantax Advisory Services, Inc. Schwab Strategic Tr Us Large 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 Us Large C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 189,182 shares of SCHX stock, worth $5.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

189,182

Previous 203,359 6.97%

Holding current value

$5.02 Million

Previous $4.49 Million 2.96%

% of portfolio

0.03%

Previous 0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$19.6 - $24.44 $277,869 - $346,485	-14,177 Reduced 6.97%	189,182 $4.62 Million
Q1 2025 May 06, 2025	SELL	$21.75 - $24.28 $449,376 - $501,649	-20,661 Reduced 9.22%	203,359 $4.49 Million
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $3.35 Million - $10.2 Million	149,336 Added 199.96%	224,020 $5.19 Million
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $138,414 - $153,680	2,265 Added 3.13%	74,684 $5.07 Million
Q2 2024 Aug 09, 2024	SELL	$58.7 - $64.78 $16,436 - $18,138	-280 Reduced 0.39%	72,419 $4.65 Million

Q1 2024 May 08, 2024	SELL	$55.41 - $62.08 $70,924 - $79,462	-1,280 Reduced 1.73%	72,699 $4.51 Million
Q4 2023 Feb 07, 2024	BUY	$48.47 - $56.6 $684,202 - $798,965	14,116 Added 23.58%	73,979 $4.17 Million
Q3 2023 Nov 07, 2023	SELL	$50.36 - $54.21 $149,669 - $161,112	-2,972 Reduced 4.73%	59,863 $3.03 Million
Q2 2023 Aug 11, 2023	SELL	$47.67 - $52.37 $381 - $418	-8 Reduced 0.01%	62,835 $3.29 Million
Q1 2023 Apr 28, 2023	BUY	$44.78 - $49.41 $16,255 - $17,935	363 Added 0.58%	62,843 $3.04 Million
Q4 2022 Feb 13, 2023	BUY	$42.25 - $48.16 $14,914 - $17,000	353 Added 0.57%	62,480 $2.82 Million
Q3 2022 Nov 01, 2022	BUY	$42.35 - $51.01 $14,822 - $17,853	350 Added 0.57%	62,127 $2.63 Million
Q2 2022 Aug 02, 2022	BUY	$43.35 - $54.51 $57,352 - $72,116	1,323 Added 2.19%	61,777 $2.76 Million
Q1 2022 Apr 27, 2022	BUY	$49.51 - $57.27 $1.54 Million - $1.78 Million	31,057 Added 105.65%	60,454 $3.26 Million
Q4 2021 Jan 24, 2022	BUY	$51.9 - $57.29 $1.31 Million - $1.45 Million	25,260 Added 610.59%	29,397 $3.35 Million
Q3 2021 Oct 21, 2021	BUY	$51.52 - $54.94 $24,368 - $25,986	473 Added 12.91%	4,137 $430,000
Q2 2021 Jul 29, 2021	SELL	$48.62 - $52.01 $151,159 - $161,699	-3,109 Reduced 45.9%	3,664 $382,000
Q1 2021 May 13, 2021	SELL	$44.9 - $48.34 $1.62 Million - $1.74 Million	-36,028 Reduced 84.18%	6,773 $652,000
Q4 2020 Jan 22, 2021	SELL	$39.35 - $45.48 $166,411 - $192,334	-4,229 Reduced 8.99%	42,801 $3.89 Million
Q3 2020 Oct 14, 2020	BUY	$37.26 - $43.03 $163,310 - $188,600	4,383 Added 10.28%	47,030 $3.79 Million
Q2 2020 Aug 06, 2020	BUY	$29.25 - $38.76 $1.12 Million - $1.48 Million	38,218 Added 862.9%	42,647 $3.16 Million
Q1 2020 Apr 30, 2020	SELL	$26.61 - $40.52 $904,473 - $1.38 Million	-33,990 Reduced 88.47%	4,429 $269,000
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $1.32 Million - $1.48 Million	38,419 New	38,419 $2.95 Million

Others Institutions Holding SCHX

# of Institutions

1,634

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

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 Us Large C Transaction History