Avantax Advisory Services, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 24,239 shares of SCHJ stock, worth $596,521. This represents 0.0% of its overall portfolio holdings.

Number of Shares

24,239

Previous 22,869 5.99%

Holding current value

$596,521

Previous $557,000 7.18%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$24.29 - $24.65 $33,277 - $33,770	1,370 Added 5.99%	24,239 $597,000
Q4 2024 Feb 07, 2025	BUY	$24.31 - $49.53 $249,104 - $507,533	10,247 Added 81.18%	22,869 $557,000
Q3 2024 Nov 13, 2024	BUY	$48.09 - $49.69 $253,915 - $262,363	5,280 Added 71.92%	12,622 $626,000
Q2 2024 Aug 09, 2024	BUY	$47.73 - $48.35 $21,860 - $22,144	458 Added 6.65%	7,342 $354,000
Q1 2024 May 08, 2024	BUY	$48.03 - $48.53 $6,243 - $6,308	130 Added 1.92%	6,884 $332,000
Q4 2023 Feb 07, 2024	BUY	$46.51 - $48.38 $50,463 - $52,492	1,085 Added 19.14%	6,754 $326,000
Q3 2023 Nov 07, 2023	BUY	$46.87 - $47.5 $40,495 - $41,040	864 Added 17.98%	5,669 $266,000
Q2 2023 Aug 11, 2023	BUY	$47.14 - $47.79 $226,507 - $229,630	4,805 New	4,805 $227,000

Others Institutions Holding SCHJ

# of Institutions

128

Shares Held

7.67M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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Avantax Advisory Services, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History