Avantax Planning Partners, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 5,960,505 shares of SCHF stock, worth $119 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares

5,960,505

Previous 2,773,144 114.94%

Holding current value

$119 Million

Previous $114 Million 3.3%

% of portfolio

4.0%

Previous 4.11%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$18.41 - $40.87 $58.7 Million - $130 Million	3,187,361 Added 114.94%	5,960,505 $110 Million
Q3 2024 Nov 13, 2024	SELL	$36.98 - $41.55 $10.3 Million - $11.5 Million	-277,737 Reduced 9.1%	2,773,144 $114 Million
Q2 2024 Aug 09, 2024	BUY	$37.19 - $39.82 $8.97 Million - $9.6 Million	241,142 Added 8.58%	3,050,881 $117 Million
Q1 2024 May 02, 2024	BUY	$35.71 - $39.11 $7.67 Million - $8.4 Million	214,784 Added 8.28%	2,809,739 $110 Million
Q4 2023 Feb 09, 2024	SELL	$32.37 - $37.01 $9.77 Million - $11.2 Million	-301,729 Reduced 10.42%	2,594,955 $95.9 Million
Q3 2023 Nov 03, 2023	BUY	$33.82 - $36.71 $6.48 Million - $7.04 Million	191,733 Added 7.09%	2,896,684 $98.4 Million
Q2 2023 Jul 17, 2023	BUY	$34.48 - $36.54 $7.34 Million - $7.78 Million	212,848 Added 8.54%	2,704,951 $96.4 Million
Q1 2023 Apr 20, 2023	BUY	$32.42 - $35.44 $41.3 Million - $45.1 Million	1,273,674 Added 104.53%	2,492,103 $86.7 Million
Q4 2022 Feb 09, 2023	BUY	$28.0 - $33.87 $2.63 Million - $3.18 Million	93,837 Added 8.34%	1,218,429 $39.2 Million
Q3 2022 Oct 14, 2022	BUY	$28.01 - $33.61 $1.95 Million - $2.34 Million	69,577 Added 6.59%	1,124,592 $31.6 Million
Q2 2022 Jul 18, 2022	SELL	$31.13 - $37.19 $7.51 Million - $8.97 Million	-241,107 Reduced 18.6%	1,055,015 $33.2 Million
Q1 2022 May 09, 2022	BUY	$33.67 - $39.47 $4.78 Million - $5.6 Million	141,959 Added 12.3%	1,296,122 $47.6 Million
Q4 2021 Jan 28, 2022	BUY	$37.77 - $40.6 $1.67 Million - $1.8 Million	44,240 Added 3.99%	1,154,163 $44.9 Million
Q3 2021 Oct 27, 2021	BUY	$38.35 - $40.79 $4.22 Million - $4.49 Million	110,161 Added 11.02%	1,109,923 $43 Million
Q2 2021 Aug 10, 2021	BUY	$38.15 - $40.84 $2.04 Million - $2.18 Million	53,372 Added 5.64%	999,762 $39.4 Million
Q1 2021 May 06, 2021	BUY	$35.74 - $38.15 $8.09 Million - $8.63 Million	226,331 Added 31.43%	946,390 $35.6 Million
Q4 2020 Feb 04, 2021	BUY	$30.32 - $36.26 $636,386 - $761,061	20,989 Added 3.0%	720,059 $25.9 Million
Q3 2020 Oct 28, 2020	BUY	$29.85 - $32.42 $1.11 Million - $1.2 Million	37,032 Added 5.59%	699,070 $22 Million
Q2 2020 Jul 15, 2020	BUY	$24.62 - $31.42 $5.26 Million - $6.72 Million	213,829 Added 47.71%	662,038 $19.7 Million
Q1 2020 Apr 27, 2020	BUY	$22.3 - $34.12 $2.13 Million - $3.26 Million	95,456 Added 27.06%	448,209 $11.6 Million
Q4 2019 Jan 15, 2020	BUY	$30.95 - $33.72 $522,126 - $568,856	16,870 Added 5.02%	352,753 $11.9 Million
Q3 2019 Nov 08, 2019	BUY	$31.56 - $32.18 $687,313 - $700,816	21,778 Added 6.93%	335,883 $10.7 Million
Q2 2019 Aug 07, 2019	BUY	N/A	37,612 Added 13.6%	314,105 $10.1 Million
Q1 2019 May 08, 2019	BUY	N/A	80,906 Added 41.37%	276,493 $8.66 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-27,217 Reduced 12.22%	195,587 $5.55 Million
Q3 2018 Nov 13, 2018	BUY	N/A	16,143 Added 7.81%	222,804 $7.47 Million
Q2 2018 Aug 13, 2018	BUY	N/A	15,732 Added 8.24%	206,661 $6.83 Million
Q1 2018 May 15, 2018	BUY	N/A	51,888 Added 37.32%	190,929 $6.44 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-9,500 Reduced 6.4%	139,041 $4.74 Million
Q3 2017 Oct 19, 2017	BUY	N/A	148,541	148,541 $4.97 Million

Others Institutions Holding SCHF

# of Institutions

1,383

Shares Held

1.5B

Call Options Held

38.7K

Put Options Held

12.1K

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Avantax Planning Partners, Inc. Schwab Strategic Tr Intl Eqty Transaction History