Avantax Advisory Services, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 74,068 shares of SCHH stock, worth $1.47 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
74,068
Previous 80,229 7.68%
Holding current value
$1.47 Million
Previous $1.66 Million 9.51%
% of portfolio
0.01%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$19.39 - $20.93 $119,461 - $128,949
-6,161 Reduced 7.68%
74,068 $1.5 Million
Q4 2023

Feb 07, 2024
BUY
$16.76 - $20.95 $346,630 - $433,287
20,682 Added 34.73%
80,229 $1.66 Million
Q3 2023

Nov 07, 2023
BUY
$17.52 - $20.27 $21,654 - $25,053
1,236 Added 2.12%
59,547 $1.06 Million
Q2 2023

Aug 11, 2023
BUY
$18.34 - $19.64 $14,195 - $15,201
774 Added 1.35%
58,311 $1.14 Million
Q1 2023

Apr 28, 2023
SELL
$18.01 - $21.78 $720,057 - $870,786
-39,981 Reduced 41.0%
57,537 $1.12 Million
Q4 2022

Feb 13, 2023
BUY
$18.86 - $20.46 $738,104 - $800,722
39,136 Added 67.03%
97,518 $1.88 Million
Q3 2022

Nov 01, 2022
BUY
N/A
8,003 Added 15.89%
58,382 $1.09 Million
Q2 2022

Aug 02, 2022
BUY
N/A
8,455 Added 20.17%
50,379 $1.06 Million
Q1 2022

Apr 27, 2022
BUY
N/A
22,186 Added 112.4%
41,924 $1.04 Million
Q4 2021

Jan 24, 2022
BUY
N/A
2,475 Added 14.34%
19,738 $1.04 Million
Q3 2021

Oct 21, 2021
BUY
N/A
7,729 Added 81.07%
17,263 $787,000
Q2 2021

Jul 29, 2021
BUY
N/A
1,021 Added 11.99%
9,534 $437,000
Q1 2021

May 13, 2021
SELL
N/A
-6,931 Reduced 44.88%
8,513 $350,000
Q4 2020

Jan 22, 2021
BUY
N/A
2,345 Added 17.9%
15,444 $587,000
Q3 2020

Oct 14, 2020
SELL
N/A
-1,267 Reduced 8.82%
13,099 $464,000
Q2 2020

Aug 06, 2020
SELL
N/A
-29,715 Reduced 67.41%
14,366 $507,000
Q1 2020

Apr 30, 2020
BUY
N/A
28,306 Added 179.44%
44,081 $1.45 Million
Q4 2019

Feb 14, 2020
BUY
N/A
15,775 New
15,775 $723,000

Others Institutions Holding SCHH

# of Institutions
505
Shares Held
248M
Call Options Held
36K
Put Options Held
1.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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