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

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 9,380,983 shares of SCHD stock, worth $263 Million. This represents 9.3% of its overall portfolio holdings.

Number of Shares
9,380,983
Previous 3,105,998 202.03%
Holding current value
$263 Million
Previous $263 Million 2.39%
% of portfolio
9.3%
Previous 9.46%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$26.93 - $84.95 $169 Million - $533 Million
6,274,985 Added 202.03%
9,380,983 $256 Million
Q3 2024

Nov 13, 2024
SELL
$77.02 - $85.06 $36 Million - $39.8 Million
-467,624 Reduced 13.09%
3,105,998 $263 Million
Q2 2024

Aug 09, 2024
SELL
$75.81 - $80.15 $1.85 Million - $1.96 Million
-24,392 Reduced 0.68%
3,573,622 $278 Million
Q1 2024

May 02, 2024
BUY
$75.25 - $80.63 $2.43 Million - $2.6 Million
32,285 Added 0.91%
3,598,014 $290 Million
Q4 2023

Feb 09, 2024
SELL
$66.9 - $76.32 $4.9 Million - $5.59 Million
-73,251 Reduced 2.01%
3,565,729 $271 Million
Q3 2023

Nov 03, 2023
BUY
$70.63 - $75.66 $1.19 Million - $1.27 Million
16,823 Added 0.46%
3,638,980 $257 Million
Q2 2023

Jul 17, 2023
BUY
$69.18 - $73.94 $4.59 Million - $4.91 Million
66,420 Added 1.87%
3,622,157 $263 Million
Q1 2023

Apr 20, 2023
BUY
$70.28 - $78.03 $3.63 Million - $4.03 Million
51,655 Added 1.47%
3,555,737 $260 Million
Q4 2022

Feb 09, 2023
BUY
$67.16 - $79.06 $9.42 Million - $11.1 Million
140,199 Added 4.17%
3,504,082 $265 Million
Q3 2022

Oct 14, 2022
SELL
$66.43 - $77.87 $13.2 Million - $15.4 Million
-198,378 Reduced 5.57%
3,363,883 $223 Million
Q2 2022

Jul 18, 2022
BUY
$70.31 - $80.24 $40.7 Million - $46.5 Million
579,382 Added 19.42%
3,562,261 $255 Million
Q1 2022

May 09, 2022
SELL
$75.14 - $81.94 $480,745 - $524,252
-6,398 Reduced 0.21%
2,982,879 $235 Million
Q4 2021

Jan 28, 2022
BUY
$74.93 - $80.86 $5.72 Million - $6.18 Million
76,403 Added 2.62%
2,989,277 $242 Million
Q3 2021

Oct 27, 2021
BUY
$74.23 - $78.13 $6.12 Million - $6.44 Million
82,428 Added 2.91%
2,912,874 $216 Million
Q2 2021

Aug 10, 2021
BUY
$73.32 - $77.65 $7.37 Million - $7.8 Million
100,453 Added 3.68%
2,830,446 $214 Million
Q1 2021

May 06, 2021
SELL
$63.23 - $73.67 $55.4 Million - $64.6 Million
-876,922 Reduced 24.31%
2,729,993 $199 Million
Q4 2020

Feb 04, 2021
SELL
$54.8 - $65.16 $12.1 Million - $14.3 Million
-220,063 Reduced 5.75%
3,606,915 $231 Million
Q3 2020

Oct 28, 2020
SELL
$50.37 - $58.54 $3.57 Million - $4.15 Million
-70,932 Reduced 1.82%
3,826,978 $212 Million
Q2 2020

Jul 15, 2020
BUY
$43.56 - $56.5 $5.25 Million - $6.82 Million
120,621 Added 3.19%
3,897,910 $202 Million
Q1 2020

Apr 27, 2020
BUY
$39.5 - $59.28 $3.99 Million - $5.99 Million
101,019 Added 2.75%
3,777,289 $170 Million
Q4 2019

Jan 15, 2020
BUY
$52.87 - $58.15 $734,893 - $808,285
13,900 Added 0.38%
3,676,270 $213 Million
Q3 2019

Nov 08, 2019
BUY
$54.39 - $55.76 $3.33 Million - $3.41 Million
61,209 Added 1.7%
3,662,370 $201 Million
Q2 2019

Aug 07, 2019
BUY
N/A
203,809 Added 6.0%
3,601,161 $193 Million
Q1 2019

May 08, 2019
BUY
N/A
1,137,088 Added 50.31%
3,397,352 $178 Million
Q4 2018

Feb 14, 2019
BUY
N/A
138,938 Added 6.55%
2,260,264 $106 Million
Q3 2018

Nov 13, 2018
BUY
N/A
43,079 Added 2.07%
2,121,326 $112 Million
Q2 2018

Aug 13, 2018
BUY
N/A
76,831 Added 3.84%
2,078,247 $102 Million
Q1 2018

May 15, 2018
BUY
N/A
71,149 Added 3.69%
2,001,416 $98.1 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-319,331 Reduced 14.2%
1,930,267 $98.8 Million
Q3 2017

Oct 19, 2017
BUY
N/A
2,249,598
2,249,598 $105 Million

Others Institutions Holding SCHD

# of Institutions
1,949
Shares Held
833M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, 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 Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email