A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 10,883 shares of SCHX stock, worth $259,015. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,883
Previous 42,914 74.64%
Holding current value
$259,015
Previous $2.76 Million 73.23%
% of portfolio
0.03%
Previous 0.09%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$61.11 - $67.85 $1.96 Million - $2.17 Million
-32,031 Reduced 74.64%
10,883 $738,000
Q2 2024

Aug 09, 2024

BUY
$58.7 - $64.78 $164,594 - $181,643
2,804 Added 6.99%
42,914 $2.76 Million
Q1 2024

May 02, 2024

BUY
$55.41 - $62.08 $215,932 - $241,925
3,897 Added 10.76%
40,110 $2.49 Million
Q4 2023

Feb 09, 2024

SELL
$48.47 - $56.6 $239,829 - $280,056
-4,948 Reduced 12.02%
36,213 $2.04 Million
Q3 2023

Nov 03, 2023

SELL
$50.36 - $54.21 $50 - $54
-1 Reduced -0.0%
41,161 $2.08 Million
Q2 2023

Jul 17, 2023

SELL
$47.67 - $52.37 $76,701 - $84,263
-1,609 Reduced 3.76%
41,162 $2.16 Million
Q1 2023

Apr 20, 2023

SELL
$44.78 - $49.41 $22,255 - $24,556
-497 Reduced 1.15%
42,771 $2.07 Million
Q4 2022

Feb 09, 2023

BUY
$42.25 - $48.16 $74,571 - $85,002
1,765 Added 4.25%
43,268 $1.95 Million
Q3 2022

Oct 14, 2022

BUY
$42.35 - $51.01 $127 - $153
3 Added 0.01%
41,503 $1.76 Million
Q2 2022

Jul 18, 2022

SELL
$43.35 - $54.51 $6,502 - $8,176
-150 Reduced 0.36%
41,500 $1.85 Million
Q1 2022

May 09, 2022

BUY
$49.51 - $57.27 $1.03 Million - $1.19 Million
20,840 Added 100.14%
41,650 $2.24 Million
Q4 2021

Jan 28, 2022

BUY
$51.9 - $57.29 $200,749 - $221,597
3,868 Added 22.83%
20,810 $2.37 Million
Q3 2021

Oct 27, 2021

BUY
$51.52 - $54.94 $412 - $439
8 Added 0.05%
16,942 $1.76 Million
Q2 2021

Aug 10, 2021

SELL
$48.62 - $52.01 $2,333 - $2,496
-48 Reduced 0.28%
16,934 $1.76 Million
Q1 2021

May 06, 2021

SELL
$44.9 - $48.34 $76,464 - $82,323
-1,703 Reduced 9.11%
16,982 $1.63 Million
Q4 2020

Feb 04, 2021

SELL
$39.35 - $45.48 $106,953 - $123,614
-2,718 Reduced 12.7%
18,685 $1.7 Million
Q3 2020

Oct 28, 2020

SELL
$37.26 - $43.03 $5,626 - $6,497
-151 Reduced 0.7%
21,403 $1.73 Million
Q2 2020

Jul 15, 2020

SELL
$29.25 - $38.76 $101,848 - $134,962
-3,482 Reduced 13.91%
21,554 $1.6 Million
Q1 2020

Apr 27, 2020

BUY
$26.61 - $40.52 $21,527 - $32,780
809 Added 3.34%
25,036 $1.53 Million
Q4 2019

Jan 15, 2020

SELL
$34.42 - $38.54 $19,894 - $22,276
-578 Reduced 2.33%
24,227 $1.86 Million
Q3 2019

Nov 08, 2019

SELL
$35.28 - $36.01 $35 - $36
-1 Reduced -0.0%
24,805 $1.76 Million
Q2 2019

Aug 07, 2019

SELL
N/A
-1,219 Reduced 4.68%
24,806 $1.76 Million
Q1 2019

May 08, 2019

SELL
N/A
-80,406 Reduced 75.55%
26,025 $1.76 Million
Q4 2018

Feb 14, 2019

BUY
N/A
105,386 Added 10084.78%
106,431 $6.35 Million
Q3 2018

Nov 13, 2018

BUY
N/A
1,045 New
1,045 $73,000
Q2 2018

Aug 13, 2018

SELL
N/A
-1,044 Closed
0 $0
Q1 2018

May 15, 2018

BUY
N/A
1,044 New
1,044 $66,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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