Avantax Planning Partners, Inc. Schwab Strategic Tr Us Small C Transaction History

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 17,370 shares of SCHA stock, worth $893,165. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,370

Previous 16,682 4.12%

Holding current value

$893,165

Previous $821,000 0.37%

% of portfolio

0.03%

Previous 0.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$45.24 - $49.04 $31,125 - $33,739	688 Added 4.12%	17,370 $824,000
Q1 2024 May 02, 2024	BUY	$44.84 - $49.24 $173,799 - $190,854	3,876 Added 30.27%	16,682 $821,000
Q4 2023 Feb 09, 2024	SELL	$38.13 - $48.02 $1,639 - $2,064	-43 Reduced 0.33%	12,806 $604,000
Q3 2023 Nov 03, 2023	BUY	$40.85 - $46.1 $47,018 - $53,061	1,151 Added 9.84%	12,849 $532,000
Q2 2023 Jul 17, 2023	SELL	$39.91 - $43.82 $13,888 - $15,249	-348 Reduced 2.89%	11,698 $512,000
Q1 2023 Apr 20, 2023	SELL	$39.82 - $46.36 $3,782 - $4,404	-95 Reduced 0.78%	12,046 $505,000
Q4 2022 Feb 09, 2023	BUY	$38.25 - $43.54 $59,440 - $67,661	1,554 Added 14.68%	12,141 $491,000
Q3 2022 Oct 14, 2022	SELL	$37.65 - $45.9 $28,614 - $34,884	-760 Reduced 6.7%	10,587 $400,000
Q2 2022 Jul 18, 2022	SELL	$37.88 - $48.01 $19,243 - $24,389	-508 Reduced 4.29%	11,347 $442,000
Q1 2022 May 09, 2022	BUY	$44.42 - $51.73 $255,015 - $296,981	5,741 Added 93.9%	11,855 $561,000
Q4 2021 Jan 28, 2022	BUY	$48.64 - $55.07 $51,461 - $58,264	1,058 Added 20.93%	6,114 $626,000
Q3 2021 Oct 27, 2021	BUY	$48.3 - $52.49 $966 - $1,049	20 Added 0.4%	5,056 $506,000
Q2 2021 Aug 10, 2021	BUY	$48.39 - $52.91 $1,403 - $1,534	29 Added 0.58%	5,036 $525,000
Q1 2021 May 06, 2021	SELL	$43.89 - $52.63 $3,203 - $3,841	-73 Reduced 1.44%	5,007 $499,000
Q4 2020 Feb 04, 2021	SELL	$34.66 - $45.17 $44,503 - $57,998	-1,284 Reduced 20.18%	5,080 $452,000
Q3 2020 Oct 28, 2020	SELL	$32.09 - $36.38 $10,268 - $11,641	-320 Reduced 4.79%	6,364 $435,000
Q2 2020 Jul 15, 2020	SELL	$23.59 - $35.22 $110,660 - $165,217	-4,691 Reduced 41.24%	6,684 $437,000
Q1 2020 Apr 27, 2020	BUY	$22.29 - $38.7 $120,276 - $208,825	5,396 Added 90.25%	11,375 $586,000
Q4 2019 Jan 15, 2020	BUY	$33.63 - $38.03 $16,243 - $18,368	483 Added 8.79%	5,979 $452,000
Q3 2019 Nov 08, 2019	BUY	$34.78 - $36.12 $69 - $72	2 Added 0.04%	5,496 $383,000
Q2 2019 Aug 07, 2019	BUY	N/A	148 Added 2.77%	5,494 $394,000
Q1 2019 May 08, 2019	SELL	N/A	-19,751 Reduced 78.7%	5,346 $374,000
Q4 2018 Feb 14, 2019	BUY	N/A	23,492 Added 1463.68%	25,097 $1.52 Million
Q3 2018 Nov 13, 2018	BUY	N/A	1,605 New	1,605 $122,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,900 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	1,900 New	1,900 $131,000

Others Institutions Holding SCHA

# of Institutions

1,119

Shares Held

230M

Call Options Held

44.7K

Put Options Held

32.4K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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Avantax Planning Partners, Inc. Schwab Strategic Tr Us Small C Transaction History