Avantax Advisory Services, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 12,788 shares of SCHI stock, worth $294,635. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,788
Previous 11,428 11.9%
Holding current value
$294,635
Previous $256,000 13.67%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$21.85 - $22.76 $29,716 - $30,953
1,360 Added 11.9%
12,788 $291,000
Q1 2025

May 06, 2025
BUY
$21.77 - $22.56 $248,787 - $257,815
11,428 New
11,428 $256,000

Others Institutions Holding SCHI

# of Institutions
246
Shares Held
50.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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