Avantax Advisory Services, Inc. Schwab Strategic Tr Us Large C Transaction History

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 232,135 shares of SCHV stock, worth $17.2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
232,135
Previous 150,067 54.69%
Holding current value
$17.2 Million
Previous $10.5 Million 67.67%
% of portfolio
0.16%
Previous 0.11%

Shares

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

May 08, 2024
BUY
$68.82 - $75.98 $5.65 Million - $6.24 Million
82,068 Added 54.69%
232,135 $17.6 Million
Q4 2023

Feb 07, 2024
BUY
$61.16 - $70.24 $5.1 Million - $5.86 Million
83,396 Added 125.09%
150,067 $10.5 Million
Q3 2023

Nov 07, 2023
BUY
$64.45 - $69.39 $426,207 - $458,876
6,613 Added 11.01%
66,671 $4.3 Million
Q2 2023

Aug 11, 2023
BUY
$63.33 - $67.21 $164,404 - $174,477
2,596 Added 4.52%
60,058 $4.03 Million
Q1 2023

Apr 28, 2023
BUY
$62.59 - $69.3 $168,617 - $186,694
2,694 Added 4.92%
57,462 $3.77 Million
Q4 2022

Feb 13, 2023
SELL
$64.27 - $69.24 $872,272 - $939,725
-13,572 Reduced 19.86%
54,768 $3.62 Million
Q3 2022

Nov 01, 2022
BUY
N/A
1,297 Added 1.93%
68,340 $4 Million
Q2 2022

Aug 02, 2022
SELL
N/A
-10,697 Reduced 13.76%
67,043 $4.19 Million
Q1 2022

Apr 27, 2022
BUY
N/A
3,820 Added 5.17%
77,740 $5.56 Million
Q4 2021

Jan 24, 2022
BUY
N/A
48,859 Added 194.96%
73,920 $5.41 Million
Q3 2021

Oct 21, 2021
BUY
N/A
1,484 Added 6.29%
25,061 $1.69 Million
Q2 2021

Jul 29, 2021
SELL
N/A
-1,074 Reduced 4.36%
23,577 $1.61 Million
Q1 2021

May 13, 2021
BUY
N/A
17,606 Added 249.91%
24,651 $1.61 Million
Q4 2020

Jan 22, 2021
SELL
N/A
-6,650 Reduced 48.56%
7,045 $420,000
Q3 2020

Oct 14, 2020
BUY
N/A
6,465 Added 89.42%
13,695 $712,000
Q2 2020

Aug 06, 2020
SELL
N/A
-526 Reduced 6.78%
7,230 $363,000
Q1 2020

Apr 30, 2020
BUY
N/A
7,756 New
7,756 $343,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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