Avantax Advisory Services, Inc. Schwab Intermediate Term Us Tr Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 30,517 shares of SCHR stock, worth $758,042. This represents 0.0% of its overall portfolio holdings.

Number of Shares

30,517

Previous 31,166 2.08%

Holding current value

$758,042

Previous $757,000 0.13%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$24.05 - $24.86 $15,608 - $16,134	-649 Reduced 2.08%	30,517 $758,000
Q4 2024 Feb 07, 2025	BUY	$24.19 - $50.58 $425,937 - $890,612	17,608 Added 129.87%	31,166 $757,000
Q3 2024 Nov 13, 2024	BUY	$48.4 - $50.91 $1,839 - $1,934	38 Added 0.28%	13,558 $686,000
Q2 2024 Aug 09, 2024	BUY	$47.85 - $49.0 $89,958 - $92,120	1,880 Added 16.15%	13,520 $659,000
Q1 2024 May 08, 2024	BUY	$48.64 - $49.88 $203,023 - $208,199	4,174 Added 55.91%	11,640 $570,000
Q4 2023 Feb 07, 2024	BUY	$47.09 - $49.87 $351,573 - $372,329	7,466 New	7,466 $371,000

Others Institutions Holding SCHR

# of Institutions

485

Shares Held

363M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Avantax Advisory Services, Inc. Schwab Intermediate Term Us Tr Transaction History