Avantax Planning Partners, Inc. Schwab Strategic Us Tips ETF Transaction History

Avantax Planning Partners, Inc.

$3.11 Billion
Q2 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 156,858 shares of SCHP stock, worth $4.25 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

156,858

Previous 151,551 3.5%

Holding current value

$4.25 Million

Previous $4.08 Million 2.67%

% of portfolio

0.13%

Previous 0.15%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$26.18 - $26.93 $138,937 - $142,917	5,307 Added 3.5%	156,858 $4.18 Million
Q1 2025 Apr 28, 2025	SELL	$25.69 - $26.89 $201,383 - $210,790	-7,839 Reduced 4.92%	151,551 $4.08 Million
Q4 2024 Feb 07, 2025	BUY	$25.74 - $53.78 $2.17 Million - $4.54 Million	84,429 Added 112.63%	159,390 $4.12 Million
Q3 2024 Nov 13, 2024	BUY	$51.58 - $53.79 $23,417 - $24,420	454 Added 0.61%	74,961 $4.02 Million
Q2 2024 Aug 09, 2024	BUY	$51.1 - $52.24 $48,596 - $49,680	951 Added 1.29%	74,507 $3.88 Million
Q1 2024 May 02, 2024	BUY	$51.32 - $52.45 $1.79 Million - $1.83 Million	34,819 Added 89.89%	73,556 $3.84 Million
Q4 2023 Feb 09, 2024	BUY	$49.69 - $52.46 $48,497 - $51,200	976 Added 2.58%	38,737 $2.02 Million
Q2 2023 Jul 17, 2023	SELL	$52.18 - $54.02 $37,204 - $38,516	-713 Reduced 1.85%	37,761 $1.98 Million
Q1 2023 Apr 20, 2023	BUY	$51.68 - $53.62 $8,320 - $8,632	161 Added 0.42%	38,474 $2.06 Million
Q4 2022 Feb 09, 2023	BUY	$51.47 - $53.83 $148,696 - $155,514	2,889 Added 8.16%	38,313 $1.98 Million
Q3 2022 Oct 14, 2022	BUY	$51.8 - $57.88 $12,276 - $13,717	237 Added 0.67%	35,424 $1.84 Million
Q1 2022 May 09, 2022	BUY	$59.94 - $62.99 $52,027 - $54,675	868 Added 2.53%	35,187 $2.14 Million
Q4 2021 Jan 28, 2022	BUY	$62.25 - $63.89 $2.14 Million - $2.19 Million	34,319 New	34,319 $2.16 Million

Others Institutions Holding SCHP

# of Institutions

755

Shares Held

353M

Call Options Held

4.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Avantax Planning Partners, Inc. Schwab Strategic Us Tips ETF Transaction History