Avantax Planning Partners, Inc. Schwab Strategic Tr Us Broad M Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 20,979 shares of SCHB stock, worth $487,971. This represents 0.05% of its overall portfolio holdings.

Number of Shares

20,979

Previous 22,116 5.14%

Holding current value

$487,971

Previous $1.39 Million 0.36%

% of portfolio

0.05%

Previous 0.04%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$59.93 - $66.52 $68,140 - $75,633	-1,137 Reduced 5.14%	20,979 $1.4 Million
Q2 2024 Aug 09, 2024	SELL	$57.57 - $63.3 $308,229 - $338,908	-5,354 Reduced 19.49%	22,116 $1.39 Million
Q1 2024 May 02, 2024	BUY	$54.61 - $61.05 $902,757 - $1.01 Million	16,531 Added 151.12%	27,470 $1.68 Million
Q4 2023 Feb 09, 2024	BUY	$47.61 - $55.91 $50,038 - $58,761	1,051 Added 10.63%	10,939 $608,000
Q3 2023 Nov 03, 2023	BUY	$49.59 - $53.57 $2,281 - $2,464	46 Added 0.47%	9,888 $492,000
Q2 2023 Jul 17, 2023	BUY	$47.08 - $51.7 $1,741 - $1,912	37 Added 0.38%	9,842 $508,000
Q1 2023 Apr 20, 2023	SELL	$44.47 - $49.23 $11,606 - $12,849	-261 Reduced 2.59%	9,805 $469,000
Q4 2022 Feb 09, 2023	SELL	$41.94 - $47.81 $22,060 - $25,148	-526 Reduced 4.97%	10,066 $451,000
Q3 2022 Oct 14, 2022	SELL	$41.99 - $50.63 $37,329 - $45,010	-889 Reduced 7.74%	10,592 $445,000
Q2 2022 Jul 18, 2022	SELL	$42.93 - $53.98 $85,602 - $107,636	-1,994 Reduced 14.8%	11,481 $507,000
Q1 2022 May 09, 2022	BUY	$49.15 - $56.85 $416,988 - $482,315	8,484 Added 169.99%	13,475 $719,000
Q4 2021 Jan 28, 2022	BUY	$51.87 - $56.86 $24,793 - $27,179	478 Added 10.59%	4,991 $564,000
Q2 2021 Aug 10, 2021	BUY	$48.92 - $52.14 $2,005 - $2,137	41 Added 0.92%	4,513 $471,000
Q1 2021 May 06, 2021	BUY	$44.89 - $48.81 $1,930 - $2,098	43 Added 0.97%	4,472 $432,000
Q4 2020 Feb 04, 2021	SELL	$39.03 - $45.5 $1,717 - $2,002	-44 Reduced 0.98%	4,429 $403,000
Q3 2020 Oct 28, 2020	SELL	$36.93 - $42.52 $13,885 - $15,987	-376 Reduced 7.75%	4,473 $356,000
Q2 2020 Jul 15, 2020	BUY	$28.84 - $38.49 $57 - $76	2 Added 0.04%	4,849 $356,000
Q1 2020 Apr 27, 2020	BUY	$26.18 - $40.44 $3,063 - $4,731	117 Added 2.47%	4,847 $293,000
Q4 2019 Jan 15, 2020	BUY	$34.47 - $38.58 $27,507 - $30,786	798 Added 20.3%	4,730 $364,000
Q3 2019 Nov 08, 2019	BUY	$35.32 - $36.13 $7,417 - $7,587	210 Added 5.64%	3,932 $279,000
Q2 2019 Aug 07, 2019	BUY	N/A	23 Added 0.62%	3,722 $265,000
Q1 2019 May 08, 2019	BUY	N/A	12 Added 0.33%	3,699 $252,000
Q4 2018 Feb 14, 2019	BUY	N/A	55 Added 1.51%	3,687 $221,000
Q3 2018 Nov 13, 2018	SELL	N/A	-466 Reduced 11.37%	3,632 $256,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,283 Reduced 23.84%	4,098 $270,000
Q1 2018 May 15, 2018	BUY	N/A	1,352 Added 33.56%	5,381 $343,000
Q4 2017 Feb 09, 2018	BUY	N/A	29 Added 0.73%	4,029 $260,000
Q3 2017 Oct 19, 2017	BUY	N/A	4,000	4,000 $244,000

Others Institutions Holding SCHB

# of Institutions

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Avantax Planning Partners, Inc. Schwab Strategic Tr Us Broad M Transaction History