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

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 203,359 shares of SCHX stock, worth $4.75 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

203,359

Previous 224,020 9.22%

Holding current value

$4.75 Million

Previous $5.19 Million 13.52%

% of portfolio

0.03%

Previous 0.03%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$21.75 - $24.28 $449,376 - $501,649	-20,661 Reduced 9.22%	203,359 $4.49 Million
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $3.35 Million - $10.2 Million	149,336 Added 199.96%	224,020 $5.19 Million
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $138,414 - $153,680	2,265 Added 3.13%	74,684 $5.07 Million
Q2 2024 Aug 09, 2024	SELL	$58.7 - $64.78 $16,436 - $18,138	-280 Reduced 0.39%	72,419 $4.65 Million
Q1 2024 May 08, 2024	SELL	$55.41 - $62.08 $70,924 - $79,462	-1,280 Reduced 1.73%	72,699 $4.51 Million
Q4 2023 Feb 07, 2024	BUY	$48.47 - $56.6 $684,202 - $798,965	14,116 Added 23.58%	73,979 $4.17 Million
Q3 2023 Nov 07, 2023	SELL	$50.36 - $54.21 $149,669 - $161,112	-2,972 Reduced 4.73%	59,863 $3.03 Million
Q2 2023 Aug 11, 2023	SELL	$47.67 - $52.37 $381 - $418	-8 Reduced 0.01%	62,835 $3.29 Million
Q1 2023 Apr 28, 2023	BUY	$44.78 - $49.41 $16,255 - $17,935	363 Added 0.58%	62,843 $3.04 Million
Q4 2022 Feb 13, 2023	BUY	$42.25 - $48.16 $14,914 - $17,000	353 Added 0.57%	62,480 $2.82 Million
Q3 2022 Nov 01, 2022	BUY	$42.35 - $51.01 $14,822 - $17,853	350 Added 0.57%	62,127 $2.63 Million
Q2 2022 Aug 02, 2022	BUY	$43.35 - $54.51 $57,352 - $72,116	1,323 Added 2.19%	61,777 $2.76 Million
Q1 2022 Apr 27, 2022	BUY	$49.51 - $57.27 $1.54 Million - $1.78 Million	31,057 Added 105.65%	60,454 $3.26 Million
Q4 2021 Jan 24, 2022	BUY	$51.9 - $57.29 $1.31 Million - $1.45 Million	25,260 Added 610.59%	29,397 $3.35 Million
Q3 2021 Oct 21, 2021	BUY	$51.52 - $54.94 $24,368 - $25,986	473 Added 12.91%	4,137 $430,000
Q2 2021 Jul 29, 2021	SELL	$48.62 - $52.01 $151,159 - $161,699	-3,109 Reduced 45.9%	3,664 $382,000
Q1 2021 May 13, 2021	SELL	$44.9 - $48.34 $1.62 Million - $1.74 Million	-36,028 Reduced 84.18%	6,773 $652,000
Q4 2020 Jan 22, 2021	SELL	$39.35 - $45.48 $166,411 - $192,334	-4,229 Reduced 8.99%	42,801 $3.89 Million
Q3 2020 Oct 14, 2020	BUY	$37.26 - $43.03 $163,310 - $188,600	4,383 Added 10.28%	47,030 $3.79 Million
Q2 2020 Aug 06, 2020	BUY	$29.25 - $38.76 $1.12 Million - $1.48 Million	38,218 Added 862.9%	42,647 $3.16 Million
Q1 2020 Apr 30, 2020	SELL	$26.61 - $40.52 $904,473 - $1.38 Million	-33,990 Reduced 88.47%	4,429 $269,000
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $1.32 Million - $1.48 Million	38,419 New	38,419 $2.95 Million

Others Institutions Holding SCHX

# of Institutions

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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