Avantax Planning Partners, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Avantax Planning Partners, Inc.

  • $3.1 Billion
  • Q2 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 18, 2022
SELL
$60.91 - $76.4 $214,829 - $269,462
-3,527 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$70.66 - $80.89 $36,177 - $41,415
512 Added 16.98%
3,527 $268,000
Q4 2021

Jan 28, 2022
BUY
$76.01 - $83.39 $229,170 - $251,420
3,015 New
3,015 $242,000
Q4 2020

Feb 04, 2021
SELL
$55.93 - $68.45 $226,069 - $276,674
-4,042 Closed
0 $0
Q3 2020

Oct 28, 2020
SELL
$51.99 - $58.83 $230,107 - $260,381
-4,426 Reduced 52.27%
4,042 $224,000
Q2 2020

Jul 15, 2020
SELL
$39.01 - $57.03 $13,965 - $20,416
-358 Reduced 4.06%
8,468 $446,000
Q4 2019

Jan 15, 2020
BUY
$54.56 - $60.24 $44,139 - $48,734
809 Added 10.09%
8,826 $531,000
Q2 2019

Aug 07, 2019
SELL
N/A
-826 Reduced 9.34%
8,017 $460,000
Q1 2019

May 08, 2019
SELL
N/A
-1,299 Reduced 12.81%
8,843 $490,000
Q4 2018

Feb 14, 2019
BUY
N/A
8,136 Added 405.58%
10,142 $486,000
Q3 2018

Nov 13, 2018
BUY
N/A
2,006 New
2,006 $116,000
Q2 2018

Aug 13, 2018
SELL
N/A
-14,006 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
14,006 New
14,006 $741,000

Others Institutions Holding SCHM

# of Institutions
929
Shares Held
95.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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