Avantax Advisory Services, Inc. Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 7,775,195 shares of SCHD stock, worth $611 Million. This represents 5.64% of its overall portfolio holdings.

Number of Shares
7,775,195
Previous 7,475,699 4.01%
Holding current value
$611 Million
Previous $569 Million 10.15%
% of portfolio
5.64%
Previous 5.71%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$73.08 - $79.06 $149 Million - $161 Million
2,040,057 Added 45.61%
6,512,994 $492 Million
Q3 2022

Nov 01, 2022
BUY
N/A
153,916 Added 3.56%
4,472,937 $297 Million
Q2 2022

Aug 02, 2022
BUY
N/A
186,655 Added 4.52%
4,319,021 $309 Million
Q1 2022

Apr 27, 2022
BUY
N/A
253,997 Added 6.55%
4,132,366 $326 Million
Q4 2021

Jan 24, 2022
BUY
N/A
267,404 Added 7.41%
3,878,369 $313 Million
Q3 2021

Oct 21, 2021
BUY
N/A
3,306,128 Added 1084.56%
3,610,965 $268 Million
Q2 2021

Jul 29, 2021
BUY
N/A
35,493 Added 13.18%
304,837 $23.1 Million
Q1 2021

May 13, 2021
BUY
N/A
53,251 Added 24.64%
269,344 $19.6 Million
Q4 2020

Jan 22, 2021
SELL
N/A
-24,316 Reduced 10.11%
216,093 $13.9 Million
Q3 2020

Oct 14, 2020
BUY
N/A
213,276 Added 786.04%
240,409 $13.3 Million
Q2 2020

Aug 06, 2020
BUY
N/A
1,085 Added 4.17%
27,133 $1.41 Million
Q1 2020

Apr 30, 2020
BUY
N/A
3,788 Added 17.02%
26,048 $1.16 Million
Q4 2019

Feb 14, 2020
BUY
N/A
7,213 Added 47.94%
22,260 $1.29 Million
Q3 2019

Nov 08, 2019
BUY
N/A
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
1,634
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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