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

Avantax Advisory Services, Inc.

  • $13.8 Billion
  • Q2 2024

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 7,342 shares of SCHJ stock, worth $364,163. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,342
Previous 6,884 6.65%
Holding current value
$364,163
Previous $332,000 6.63%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
95
Shares Held
4.62M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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