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

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 26,003,626 shares of SCHD stock, worth $668 Million. This represents 4.56% of its overall portfolio holdings.

Number of Shares

26,003,626

Previous 8,502,456 205.84%

Holding current value

$668 Million

Previous $719 Million 1.15%

% of portfolio

4.56%

Previous 4.81%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $471 Million - $1.49 Billion	17,501,170 Added 205.84%	26,003,626 $710 Million
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $17.8 Million - $19.6 Million	230,987 Added 2.79%	8,502,456 $719 Million
Q2 2024 Aug 09, 2024	BUY	$75.81 - $80.15 $37.6 Million - $39.8 Million	496,274 Added 6.38%	8,271,469 $643 Million
Q1 2024 May 08, 2024	BUY	$75.25 - $80.63 $22.5 Million - $24.1 Million	299,496 Added 4.01%	7,775,195 $627 Million
Q4 2023 Feb 07, 2024	BUY	$66.9 - $76.32 $1.12 Million - $1.28 Million	16,715 Added 0.22%	7,475,699 $569 Million
Q3 2023 Nov 07, 2023	BUY	$70.63 - $75.66 $18.8 Million - $20.2 Million	266,516 Added 3.71%	7,458,984 $528 Million
Q2 2023 Aug 11, 2023	BUY	$69.18 - $73.94 $14.3 Million - $15.3 Million	206,556 Added 2.96%	7,192,468 $522 Million
Q1 2023 Apr 28, 2023	BUY	$70.28 - $78.03 $33.2 Million - $36.9 Million	472,918 Added 7.26%	6,985,912 $511 Million
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $137 Million - $161 Million	2,040,057 Added 45.61%	6,512,994 $492 Million
Q3 2022 Nov 01, 2022	BUY	$66.43 - $77.87 $10.2 Million - $12 Million	153,916 Added 3.56%	4,472,937 $297 Million
Q2 2022 Aug 02, 2022	BUY	$70.31 - $80.24 $13.1 Million - $15 Million	186,655 Added 4.52%	4,319,021 $309 Million
Q1 2022 Apr 27, 2022	BUY	$75.14 - $81.94 $19.1 Million - $20.8 Million	253,997 Added 6.55%	4,132,366 $326 Million
Q4 2021 Jan 24, 2022	BUY	$74.93 - $80.86 $20 Million - $21.6 Million	267,404 Added 7.41%	3,878,369 $313 Million
Q3 2021 Oct 21, 2021	BUY	$74.23 - $78.13 $245 Million - $258 Million	3,306,128 Added 1084.56%	3,610,965 $268 Million
Q2 2021 Jul 29, 2021	BUY	$73.32 - $77.65 $2.6 Million - $2.76 Million	35,493 Added 13.18%	304,837 $23.1 Million
Q1 2021 May 13, 2021	BUY	$63.23 - $73.67 $3.37 Million - $3.92 Million	53,251 Added 24.64%	269,344 $19.6 Million
Q4 2020 Jan 22, 2021	SELL	$54.8 - $65.16 $1.33 Million - $1.58 Million	-24,316 Reduced 10.11%	216,093 $13.9 Million
Q3 2020 Oct 14, 2020	BUY	$50.37 - $58.54 $10.7 Million - $12.5 Million	213,276 Added 786.04%	240,409 $13.3 Million
Q2 2020 Aug 06, 2020	BUY	$43.56 - $56.5 $47,262 - $61,302	1,085 Added 4.17%	27,133 $1.41 Million
Q1 2020 Apr 30, 2020	BUY	$39.5 - $59.28 $149,626 - $224,552	3,788 Added 17.02%	26,048 $1.16 Million
Q4 2019 Feb 14, 2020	BUY	$52.87 - $58.15 $381,351 - $419,435	7,213 Added 47.94%	22,260 $1.29 Million
Q3 2019 Nov 08, 2019	BUY	$54.39 - $55.76 $56,456 - $57,878	1,038 Added 7.41%	15,047 $823,000
Q2 2019 Aug 06, 2019	BUY	N/A	3,643 Added 35.14%	14,009 $743,000
Q1 2019 May 13, 2019	BUY	N/A	2,074 Added 25.01%	10,366 $542,000
Q4 2018 Feb 13, 2019	BUY	N/A	8,292 New	8,292 $391,000

Others Institutions Holding SCHD

# of Institutions

1,967

Shares Held

851M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

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.

Account

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