Avantax Advisory Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 12,868 shares of SCHM stock, worth $991,994. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,868
Previous 12,869 0.01%
Holding current value
$991,994
Previous $969,000 8.05%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$72.89 - $81.43 $72 - $81
-1 Reduced 0.01%
12,868 $1.05 Million
Q4 2023

Feb 07, 2024
SELL
$63.01 - $75.95 $1.29 Million - $1.56 Million
-20,523 Reduced 61.46%
12,869 $969,000
Q3 2023

Nov 07, 2023
BUY
$66.75 - $73.98 $1.65 Million - $1.83 Million
24,690 Added 283.73%
33,392 $2.26 Million
Q2 2023

Aug 11, 2023
SELL
$65.29 - $71.03 $7,965 - $8,665
-122 Reduced 1.38%
8,702 $618,000
Q1 2023

Apr 28, 2023
SELL
$64.24 - $73.9 $426,039 - $490,104
-6,632 Reduced 42.91%
8,824 $598,000
Q4 2022

Feb 13, 2023
BUY
$64.3 - $69.94 $43,081 - $46,859
670 Added 4.53%
15,456 $1.01 Million
Q3 2022

Nov 01, 2022
BUY
N/A
2,622 Added 21.56%
14,786 $895,000
Q2 2022

Aug 02, 2022
BUY
N/A
1,938 Added 18.95%
12,164 $763,000
Q1 2022

Apr 27, 2022
BUY
N/A
712 Added 7.48%
10,226 $777,000
Q4 2021

Jan 24, 2022
BUY
N/A
2,127 Added 28.79%
9,514 $765,000
Q3 2021

Oct 21, 2021
BUY
N/A
2,586 Added 53.86%
7,387 $566,000
Q2 2021

Jul 29, 2021
BUY
N/A
4,801 New
4,801 $378,000
Q4 2020

Jan 22, 2021
SELL
N/A
-5,949 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
N/A
5,949 New
5,949 $331,000
Q2 2020

Aug 06, 2020
SELL
N/A
-11,572 Closed
0 $0
Q1 2020

Apr 30, 2020
BUY
N/A
5,374 Added 86.71%
11,572 $487,000
Q4 2019

Feb 14, 2020
BUY
N/A
6,198 New
6,198 $373,000

Others Institutions Holding SCHM

# of Institutions
903
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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