Avantax Advisory Services, Inc. Schwab Strategic Tr Us Small C Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 108,074 shares of SCHA stock, worth $2.61 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

108,074

Previous 88,608 21.97%

Holding current value

$2.61 Million

Previous $2.29 Million 10.52%

% of portfolio

0.02%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$23.16 - $27.04 $450,832 - $526,360	19,466 Added 21.97%	108,074 $2.53 Million
Q4 2024 Feb 07, 2025	BUY	$25.33 - $51.16 $1.15 Million - $2.32 Million	45,438 Added 105.25%	88,608 $2.29 Million
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

# of Institutions

1,257

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Avantax Advisory Services, Inc. Schwab Strategic Tr Us Small C Transaction History