Avantax Advisory Services, Inc. Schwab Strategic Tr Intl Divid Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 11,100 shares of SCHY stock, worth $257,409. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,100

Previous 10,970 1.19%

Holding current value

$257,409

Previous $258,000 12.4%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$23.66 - $26.53 $3,075 - $3,448	130 Added 1.19%	11,100 $290,000
Q2 2024 Aug 09, 2024	BUY	$23.23 - $24.96 $5,110 - $5,491	220 Added 2.05%	10,970 $258,000
Q1 2024 May 08, 2024	SELL	$23.78 - $24.68 $7,134 - $7,404	-300 Reduced 2.71%	10,750 $260,000
Q4 2023 Feb 07, 2024	SELL	$22.12 - $24.59 $22,120 - $24,590	-1,000 Reduced 8.3%	11,050 $271,000
Q3 2023 Nov 07, 2023	SELL	$22.9 - $24.85 $25,648 - $27,832	-1,120 Reduced 8.5%	12,050 $277,000
Q2 2023 Aug 11, 2023	SELL	$23.33 - $24.6 $6,532 - $6,888	-280 Reduced 2.08%	13,170 $315,000
Q1 2023 Apr 28, 2023	BUY	$22.48 - $24.05 $4,496 - $4,810	200 Added 1.51%	13,450 $317,000
Q4 2022 Feb 13, 2023	BUY	$19.83 - $23.5 $28,158 - $33,370	1,420 Added 12.0%	13,250 $297,000
Q3 2022 Nov 01, 2022	SELL	$19.8 - $23.02 $125,868 - $146,338	-6,357 Reduced 34.95%	11,830 $237,000
Q2 2022 Aug 02, 2022	BUY	$22.27 - $25.95 $195,463 - $227,763	8,777 Added 93.27%	18,187 $409,000
Q1 2022 Apr 27, 2022	BUY	$24.23 - $26.34 $228,004 - $247,859	9,410 New	9,410 $243,000

Others Institutions Holding SCHY

# of Institutions

126

Shares Held

9.64M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR INTL DIVID

Ticker SCHY
Sector ETFs
Industry ETFs

More about SCHY

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 Intl Divid Transaction History