A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 10,970 shares of SCHY stock, worth $281,380. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,970
Previous 10,750 2.05%
Holding current value
$281,380
Previous $260,000 0.77%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$23.23 - $24.96 $5,110 - $5,491
220 Added 2.05%
10,970 $258,000
Q1 2024

May 08, 2024

SELL
$23.78 - $24.68 $7,134 - $7,404
-300 Reduced 2.71%
10,750 $260,000
Q4 2023

Feb 07, 2024

SELL
$22.12 - $24.59 $22,120 - $24,590
-1,000 Reduced 8.3%
11,050 $271,000
Q3 2023

Nov 07, 2023

SELL
$22.9 - $24.85 $25,648 - $27,832
-1,120 Reduced 8.5%
12,050 $277,000
Q2 2023

Aug 11, 2023

SELL
$23.33 - $24.6 $6,532 - $6,888
-280 Reduced 2.08%
13,170 $315,000
Q1 2023

Apr 28, 2023

BUY
$22.48 - $24.05 $4,496 - $4,810
200 Added 1.51%
13,450 $317,000
Q4 2022

Feb 13, 2023

BUY
$19.83 - $23.5 $28,158 - $33,370
1,420 Added 12.0%
13,250 $297,000
Q3 2022

Nov 01, 2022

SELL
$19.8 - $23.02 $125,868 - $146,338
-6,357 Reduced 34.95%
11,830 $237,000
Q2 2022

Aug 02, 2022

BUY
$22.27 - $25.95 $195,463 - $227,763
8,777 Added 93.27%
18,187 $409,000
Q1 2022

Apr 27, 2022

BUY
$24.23 - $26.34 $228,004 - $247,859
9,410 New
9,410 $243,000

Others Institutions Holding SCHY

About SCHWAB STRATEGIC TR INTL DIVID


  • Ticker SCHY
  • Sector ETFs
  • Industry ETFs
More about SCHY
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.