Avantax Advisory Services, Inc. Schwab Short Term Us Treasury Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 9,351 shares of SCHO stock, worth $225,452. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,351

Previous 12,403 24.61%

Holding current value

$225,452

Previous $596,000 23.15%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$47.93 - $49.06 $146,282 - $149,731	-3,052 Reduced 24.61%	9,351 $458,000
Q2 2024 Aug 09, 2024	BUY	$47.75 - $48.13 $86,379 - $87,067	1,809 Added 17.08%	12,403 $596,000
Q1 2024 May 08, 2024	BUY	$48.05 - $48.63 $45,983 - $46,538	957 Added 9.93%	10,594 $510,000
Q4 2023 Feb 07, 2024	SELL	$47.66 - $48.45 $109,284 - $111,095	-2,293 Reduced 19.22%	9,637 $466,000
Q3 2023 Nov 07, 2023	BUY	$47.78 - $48.2 $12,136 - $12,242	254 Added 2.18%	11,930 $571,000
Q2 2023 Aug 11, 2023	BUY	$48.06 - $48.89 $97,273 - $98,953	2,024 Added 20.97%	11,676 $561,000
Q1 2023 Apr 28, 2023	SELL	$47.8 - $49.0 $2.82 Million - $2.89 Million	-58,947 Reduced 85.93%	9,652 $470,000
Q4 2022 Feb 13, 2023	BUY	$47.89 - $48.47 $3.06 Million - $3.09 Million	63,812 Added 1333.03%	68,599 $3.31 Million
Q3 2022 Nov 01, 2022	BUY	$48.15 - $49.37 $230,494 - $236,334	4,787 New	4,787 $231,000

Others Institutions Holding SCHO

# of Institutions

623

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

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 Short Term Us Treasury Transaction History