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

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 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 12,622 shares of SCHJ stock, worth $307,850. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,622
Previous 7,342 71.92%
Holding current value
$307,850
Previous $354,000 76.84%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
111
Shares Held
3.82M
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
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More about SCHJ
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