Avantax Advisory Services, Inc. Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 5,048,098 shares of SCHG stock, worth $153 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

5,048,098

Previous 4,132,097 22.17%

Holding current value

$153 Million

Previous $115 Million 9.76%

% of portfolio

0.79%

Previous 0.74%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$24.91 - $29.02 $22.8 Million - $26.6 Million	916,001 Added 22.17%	5,048,098 $126 Million
Q4 2024 Feb 07, 2025	BUY	$25.93 - $105.3 $85.3 Million - $346 Million	3,288,558 Added 389.85%	4,132,097 $115 Million
Q3 2024 Nov 13, 2024	BUY	$92.63 - $105.69 $7.25 Million - $8.27 Million	78,295 Added 10.23%	843,539 $87.9 Million
Q2 2024 Aug 09, 2024	BUY	$87.04 - $101.61 $24.3 Million - $28.4 Million	279,302 Added 57.48%	765,244 $77.2 Million
Q1 2024 May 08, 2024	BUY	$80.6 - $93.32 $8.73 Million - $10.1 Million	108,312 Added 28.68%	485,942 $45.1 Million
Q4 2023 Feb 07, 2024	BUY	$70.08 - $83.37 $5.92 Million - $7.05 Million	84,528 Added 28.84%	377,630 $31.3 Million
Q3 2023 Nov 07, 2023	BUY	$71.99 - $78.02 $1.02 Million - $1.11 Million	14,228 Added 5.1%	293,102 $21.3 Million
Q2 2023 Aug 11, 2023	BUY	$63.6 - $74.95 $516,050 - $608,144	8,114 Added 3.0%	278,874 $20.9 Million
Q1 2023 Apr 28, 2023	SELL	$54.19 - $65.17 $2.46 Million - $2.95 Million	-45,305 Reduced 14.33%	270,760 $17.6 Million
Q4 2022 Feb 13, 2023	BUY	$54.31 - $60.76 $2.41 Million - $2.7 Million	44,463 Added 16.37%	316,065 $17.6 Million
Q3 2022 Nov 01, 2022	BUY	$55.81 - $69.25 $1.61 Million - $1.99 Million	28,760 Added 11.84%	271,602 $15.2 Million
Q2 2022 Aug 02, 2022	BUY	$55.73 - $76.55 $2.87 Million - $3.94 Million	51,525 Added 26.93%	242,842 $14.1 Million
Q1 2022 Apr 27, 2022	BUY	$65.63 - $82.62 $7.15 Million - $9 Million	108,954 Added 132.29%	191,317 $14.3 Million
Q4 2021 Jan 24, 2022	BUY	$73.11 - $83.4 $4.48 Million - $5.11 Million	61,218 Added 289.52%	82,363 $13.5 Million
Q3 2021 Oct 21, 2021	BUY	$73.24 - $78.94 $305,850 - $329,653	4,176 Added 24.61%	21,145 $3.14 Million
Q2 2021 Jul 29, 2021	BUY	$65.3 - $73.24 $398,330 - $446,763	6,100 Added 56.12%	16,969 $2.48 Million
Q1 2021 May 13, 2021	BUY	$61.41 - $68.35 $149,349 - $166,227	2,432 Added 28.83%	10,869 $1.41 Million
Q4 2020 Jan 22, 2021	SELL	$55.95 - $64.38 $831,417 - $956,686	-14,860 Reduced 63.79%	8,437 $1.08 Million
Q3 2020 Oct 14, 2020	BUY	$51.42 - $61.56 $744,458 - $891,265	14,478 Added 164.17%	23,297 $2.68 Million
Q2 2020 Aug 06, 2020	SELL	$37.99 - $51.32 $3,533 - $4,772	-93 Reduced 1.04%	8,819 $896,000
Q1 2020 Apr 30, 2020	BUY	$34.6 - $51.17 $113,591 - $167,991	3,283 Added 58.32%	8,912 $712,000
Q4 2019 Feb 14, 2020	BUY	$40.97 - $46.72 $230,620 - $262,986	5,629 New	5,629 $525,000

Others Institutions Holding SCHG

# of Institutions

1,556

Shares Held

759M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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