Avantax Advisory Services, Inc. Schwab Strategic Tr Us Large 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 Us Large C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 365,992 shares of SCHV stock, worth $9.91 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
365,992
Previous 302,779 20.88%
Holding current value
$9.91 Million
Previous $22.4 Million 31.14%
% of portfolio
0.2%
Previous 0.16%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$73.43 - $80.37 $4.64 Million - $5.08 Million
63,213 Added 20.88%
365,992 $29.4 Million
Q2 2024

Aug 09, 2024
BUY
$71.74 - $75.86 $5.07 Million - $5.36 Million
70,644 Added 30.43%
302,779 $22.4 Million
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
$59.13 - $69.24 $802,512 - $939,725
-13,572 Reduced 19.86%
54,768 $3.62 Million
Q3 2022

Nov 01, 2022
BUY
$58.51 - $69.02 $75,887 - $89,518
1,297 Added 1.93%
68,340 $4 Million
Q2 2022

Aug 02, 2022
SELL
$60.93 - $72.3 $651,768 - $773,393
-10,697 Reduced 13.76%
67,043 $4.19 Million
Q1 2022

Apr 27, 2022
BUY
$67.71 - $74.19 $258,652 - $283,405
3,820 Added 5.17%
77,740 $5.56 Million
Q4 2021

Jan 24, 2022
BUY
$67.9 - $73.3 $3.32 Million - $3.58 Million
48,859 Added 194.96%
73,920 $5.41 Million
Q3 2021

Oct 21, 2021
BUY
$66.91 - $71.05 $99,294 - $105,438
1,484 Added 6.29%
25,061 $1.69 Million
Q2 2021

Jul 29, 2021
SELL
$65.81 - $69.75 $70,679 - $74,911
-1,074 Reduced 4.36%
23,577 $1.61 Million
Q1 2021

May 13, 2021
BUY
$58.71 - $65.66 $1.03 Million - $1.16 Million
17,606 Added 249.91%
24,651 $1.61 Million
Q4 2020

Jan 22, 2021
SELL
$50.83 - $59.53 $338,019 - $395,874
-6,650 Reduced 48.56%
7,045 $420,000
Q3 2020

Oct 14, 2020
BUY
$49.44 - $54.86 $319,629 - $354,669
6,465 Added 89.42%
13,695 $712,000
Q2 2020

Aug 06, 2020
SELL
$42.21 - $55.29 $22,202 - $29,082
-526 Reduced 6.78%
7,230 $363,000
Q1 2020

Apr 30, 2020
BUY
$38.4 - $61.03 $297,830 - $473,348
7,756 New
7,756 $343,000

Others Institutions Holding SCHV

# of Institutions
846
Shares Held
171M
Call Options Held
0
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email