Avantax Planning Partners, Inc. Schwab Short Term Us Treasury Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 04, 2021	SELL	$51.37 - $51.48 $214,572 - $215,031	-4,177 Closed	0 $0
Q3 2020 Oct 28, 2020	SELL	$51.49 - $51.63 $729,201 - $731,184	-14,162 Reduced 77.22%	4,177 $215,000
Q2 2020 Jul 15, 2020	BUY	$51.53 - $51.71 $27,362 - $27,458	531 Added 2.98%	18,339 $947,000
Q1 2020 Apr 27, 2020	BUY	$50.48 - $51.73 $684,660 - $701,613	13,563 Added 319.51%	17,808 $921,000
Q4 2019 Jan 15, 2020	BUY	$50.38 - $50.71 $213,863 - $215,263	4,245 New	4,245 $214,000
Q2 2019 Aug 07, 2019	SELL	N/A	-6,528 Closed	0 $0
Q1 2019 May 08, 2019	BUY	N/A	2,107 Added 47.66%	6,528 $328,000
Q4 2018 Feb 14, 2019	BUY	N/A	3,622 Added 453.32%	4,421 $221,000
Q3 2018 Nov 13, 2018	BUY	N/A	799 New	799 $40,000
Q2 2018 Aug 13, 2018	SELL	N/A	-500 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	500 New	500 $25,000

Others Institutions Holding SCHO

# of Institutions

623

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

Bank Of America Corp Charlotte, NC

78.2M
Shares

$1.88 Billion
0.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.2M
Shares

$294 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

8.71M
Shares

$210 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

8.65M
Shares

$208 Million
0.1% of portfolio
Sei Investments CO Oaks, PA

7.75M
Shares

$187 Million
0.51% of portfolio

About SCHWAB SHORT-TERM US TREASURY

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