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

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 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 22,869 shares of SCHJ stock, worth $563,034. This represents 0.0% of its overall portfolio holdings.

Number of Shares

22,869

Previous 12,622 81.18%

Holding current value

$563,034

Previous $626,000 11.02%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

117

Shares Held

7.28M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
Sector ETFs
Industry ETFs

More about SCHJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

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