A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 43,170 shares of SCHA stock, worth $1.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
43,170
Previous 45,401 4.91%
Holding current value
$1.2 Million
Previous $2.15 Million 3.2%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 13, 2024

SELL
$46.9 - $51.96 $104,633 - $115,922
-2,231 Reduced 4.91%
43,170 $2.22 Million
Q2 2024

Aug 09, 2024

SELL
$45.24 - $49.04 $268,951 - $291,542
-5,945 Reduced 11.58%
45,401 $2.15 Million
Q1 2024

May 08, 2024

SELL
$44.84 - $49.24 $205,143 - $225,273
-4,575 Reduced 8.18%
51,346 $2.53 Million
Q4 2023

Feb 07, 2024

BUY
$38.13 - $48.02 $721,228 - $908,298
18,915 Added 51.11%
55,921 $2.64 Million
Q3 2023

Nov 07, 2023

BUY
$40.85 - $46.1 $137,010 - $154,619
3,354 Added 9.97%
37,006 $1.53 Million
Q2 2023

Aug 11, 2023

SELL
$39.91 - $43.82 $6,784 - $7,449
-170 Reduced 0.5%
33,652 $1.47 Million
Q1 2023

Apr 28, 2023

SELL
$39.82 - $46.36 $901,564 - $1.05 Million
-22,641 Reduced 40.1%
33,822 $1.42 Million
Q4 2022

Feb 13, 2023

BUY
$38.25 - $43.54 $877,799 - $999,199
22,949 Added 68.48%
56,463 $2.29 Million
Q3 2022

Nov 01, 2022

SELL
$37.65 - $45.9 $88,703 - $108,140
-2,356 Reduced 6.57%
33,514 $1.27 Million
Q2 2022

Aug 02, 2022

BUY
$37.88 - $48.01 $321,260 - $407,172
8,481 Added 30.96%
35,870 $1.4 Million
Q1 2022

Apr 27, 2022

BUY
$44.42 - $51.73 $431,051 - $501,987
9,704 Added 54.87%
27,389 $1.3 Million
Q4 2021

Jan 24, 2022

BUY
$48.64 - $55.07 $499,630 - $565,679
10,272 Added 138.57%
17,685 $1.81 Million
Q3 2021

Oct 21, 2021

BUY
$48.3 - $52.49 $48,541 - $52,752
1,005 Added 15.68%
7,413 $741,000
Q2 2021

Jul 29, 2021

SELL
$48.39 - $52.91 $44,663 - $48,835
-923 Reduced 12.59%
6,408 $670,000
Q1 2021

May 13, 2021

BUY
$43.89 - $52.63 $10,138 - $12,157
231 Added 3.25%
7,331 $728,000
Q4 2020

Jan 22, 2021

SELL
$34.66 - $45.17 $49,425 - $64,412
-1,426 Reduced 16.73%
7,100 $630,000
Q3 2020

Oct 14, 2020

SELL
$32.09 - $36.38 $410,142 - $464,972
-12,781 Reduced 59.98%
8,526 $579,000
Q2 2020

Aug 06, 2020

SELL
$23.59 - $35.22 $503,434 - $751,630
-21,341 Reduced 50.04%
21,307 $1.4 Million
Q1 2020

Apr 30, 2020

BUY
$22.29 - $38.7 $625,100 - $1.09 Million
28,044 Added 192.03%
42,648 $2.19 Million
Q4 2019

Feb 14, 2020

BUY
$33.63 - $38.03 $317,601 - $359,155
9,444 Added 183.02%
14,604 $1.11 Million
Q3 2019

Nov 08, 2019

BUY
$34.78 - $36.12 $29,458 - $30,593
847 Added 19.64%
5,160 $362,000
Q2 2019

Aug 06, 2019

BUY
N/A
700 Added 19.37%
4,313 $308,000
Q1 2019

May 13, 2019

BUY
N/A
3,613 New
3,613 $253,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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