Avantax Planning Partners, Inc. Schwab Strategic Tr Us Dividen Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 9,739,675 shares of SCHD stock, worth $265 Million. This represents 7.71% of its overall portfolio holdings.

Number of Shares

9,739,675

Previous 9,459,398 2.96%

Holding current value

$265 Million

Previous $251 Million 6.07%

% of portfolio

7.71%

Previous 8.06%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$26.38 - $27.95 $7.39 Million - $7.83 Million	280,277 Added 2.96%	9,739,675 $266 Million
Q2 2025 Aug 11, 2025	SELL	$24.32 - $27.87 $4.27 Million - $4.89 Million	-175,375 Reduced 1.82%	9,459,398 $251 Million
Q1 2025 Apr 28, 2025	BUY	$27.01 - $28.54 $6.85 Million - $7.24 Million	253,790 Added 2.71%	9,634,773 $269 Million
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $169 Million - $533 Million	6,274,985 Added 202.03%	9,380,983 $256 Million
Q3 2024 Nov 13, 2024	SELL	$77.02 - $85.06 $36 Million - $39.8 Million	-467,624 Reduced 13.09%	3,105,998 $263 Million

Q2 2024 Aug 09, 2024	SELL	$75.81 - $80.15 $1.85 Million - $1.96 Million	-24,392 Reduced 0.68%	3,573,622 $278 Million
Q1 2024 May 02, 2024	BUY	$75.25 - $80.63 $2.43 Million - $2.6 Million	32,285 Added 0.91%	3,598,014 $290 Million
Q4 2023 Feb 09, 2024	SELL	$66.9 - $76.32 $4.9 Million - $5.59 Million	-73,251 Reduced 2.01%	3,565,729 $271 Million
Q3 2023 Nov 03, 2023	BUY	$70.63 - $75.66 $1.19 Million - $1.27 Million	16,823 Added 0.46%	3,638,980 $257 Million
Q2 2023 Jul 17, 2023	BUY	$69.18 - $73.94 $4.59 Million - $4.91 Million	66,420 Added 1.87%	3,622,157 $263 Million
Q1 2023 Apr 20, 2023	BUY	$70.28 - $78.03 $3.63 Million - $4.03 Million	51,655 Added 1.47%	3,555,737 $260 Million
Q4 2022 Feb 09, 2023	BUY	$67.16 - $79.06 $9.42 Million - $11.1 Million	140,199 Added 4.17%	3,504,082 $265 Million
Q3 2022 Oct 14, 2022	SELL	$66.43 - $77.87 $13.2 Million - $15.4 Million	-198,378 Reduced 5.57%	3,363,883 $223 Million
Q2 2022 Jul 18, 2022	BUY	$70.31 - $80.24 $40.7 Million - $46.5 Million	579,382 Added 19.42%	3,562,261 $255 Million
Q1 2022 May 09, 2022	SELL	$75.14 - $81.94 $480,745 - $524,252	-6,398 Reduced 0.21%	2,982,879 $235 Million
Q4 2021 Jan 28, 2022	BUY	$74.93 - $80.86 $5.72 Million - $6.18 Million	76,403 Added 2.62%	2,989,277 $242 Million
Q3 2021 Oct 27, 2021	BUY	$74.23 - $78.13 $6.12 Million - $6.44 Million	82,428 Added 2.91%	2,912,874 $216 Million
Q2 2021 Aug 10, 2021	BUY	$73.32 - $77.65 $7.37 Million - $7.8 Million	100,453 Added 3.68%	2,830,446 $214 Million
Q1 2021 May 06, 2021	SELL	$63.23 - $73.67 $55.4 Million - $64.6 Million	-876,922 Reduced 24.31%	2,729,993 $199 Million
Q4 2020 Feb 04, 2021	SELL	$54.8 - $65.16 $12.1 Million - $14.3 Million	-220,063 Reduced 5.75%	3,606,915 $231 Million
Q3 2020 Oct 28, 2020	SELL	$50.37 - $58.54 $3.57 Million - $4.15 Million	-70,932 Reduced 1.82%	3,826,978 $212 Million
Q2 2020 Jul 15, 2020	BUY	$43.56 - $56.5 $5.25 Million - $6.82 Million	120,621 Added 3.19%	3,897,910 $202 Million
Q1 2020 Apr 27, 2020	BUY	$39.5 - $59.28 $3.99 Million - $5.99 Million	101,019 Added 2.75%	3,777,289 $170 Million
Q4 2019 Jan 15, 2020	BUY	$52.87 - $58.15 $734,893 - $808,285	13,900 Added 0.38%	3,676,270 $213 Million
Q3 2019 Nov 08, 2019	BUY	$54.39 - $55.76 $3.33 Million - $3.41 Million	61,209 Added 1.7%	3,662,370 $201 Million
Q2 2019 Aug 07, 2019	BUY	N/A	203,809 Added 6.0%	3,601,161 $193 Million
Q1 2019 May 08, 2019	BUY	N/A	1,137,088 Added 50.31%	3,397,352 $178 Million
Q4 2018 Feb 14, 2019	BUY	N/A	138,938 Added 6.55%	2,260,264 $106 Million
Q3 2018 Nov 13, 2018	BUY	N/A	43,079 Added 2.07%	2,121,326 $112 Million
Q2 2018 Aug 13, 2018	BUY	N/A	76,831 Added 3.84%	2,078,247 $102 Million
Q1 2018 May 15, 2018	BUY	N/A	71,149 Added 3.69%	2,001,416 $98.1 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-319,331 Reduced 14.2%	1,930,267 $98.8 Million
Q3 2017 Oct 19, 2017	BUY	N/A	2,249,598	2,249,598 $105 Million

Others Institutions Holding SCHD

# of Institutions

2,061

Shares Held

865M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Avantax Planning Partners, Inc. Schwab Strategic Tr Us Dividen Transaction History