Avantax Planning Partners, Inc. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 43,173 shares of SCHX stock, worth $1.15 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

43,173

Previous 29,293 47.38%

Holding current value

$1.15 Million

Previous $715,000 59.02%

% of portfolio

0.03%

Previous 0.02%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$24.46 - $26.5 $339,504 - $367,820	13,880 Added 47.38%	43,173 $1.14 Million
Q2 2025 Aug 11, 2025	SELL	$19.6 - $24.44 $50,450 - $62,908	-2,574 Reduced 8.08%	29,293 $715,000
Q1 2025 Apr 28, 2025	SELL	$21.75 - $24.28 $15,225 - $16,996	-700 Reduced 2.15%	31,867 $703,000
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $485,721 - $1.48 Million	21,684 Added 199.25%	32,567 $754,000
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

# of Institutions

1,633

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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