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

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 10,079,785 shares of SCHV stock, worth $292 Million. This represents 8.51% of its overall portfolio holdings.

Number of Shares

10,079,785

Previous 9,946,200 1.34%

Holding current value

$292 Million

Previous $275 Million 6.62%

% of portfolio

8.51%

Previous 8.85%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$27.61 - $29.15 $3.69 Million - $3.89 Million	133,585 Added 1.34%	10,079,785 $293 Million
Q2 2025 Aug 11, 2025	SELL	$23.55 - $27.67 $1.91 Million - $2.24 Million	-81,080 Reduced 0.81%	9,946,200 $275 Million
Q1 2025 Apr 28, 2025	BUY	$25.77 - $27.6 $2.56 Million - $2.74 Million	99,438 Added 1.0%	10,027,280 $267 Million
Q4 2024 Feb 07, 2025	BUY	$25.79 - $80.4 $171 Million - $532 Million	6,621,242 Added 200.24%	9,927,842 $259 Million
Q3 2024 Nov 13, 2024	SELL	$73.43 - $80.37 $52.4 Million - $57.4 Million	-713,874 Reduced 17.76%	3,306,600 $266 Million

Q2 2024 Aug 09, 2024	SELL	$71.74 - $75.86 $5.53 Million - $5.84 Million	-77,040 Reduced 1.88%	4,020,474 $298 Million
Q1 2024 May 02, 2024	SELL	$68.82 - $75.98 $5.01 Million - $5.53 Million	-72,837 Reduced 1.75%	4,097,514 $311 Million
Q4 2023 Feb 09, 2024	SELL	$61.16 - $70.24 $6.81 Million - $7.82 Million	-111,293 Reduced 2.6%	4,170,351 $292 Million
Q3 2023 Nov 03, 2023	BUY	$64.45 - $69.39 $2.21 Million - $2.38 Million	34,332 Added 0.81%	4,281,644 $276 Million
Q2 2023 Jul 17, 2023	SELL	$63.33 - $67.21 $2.41 Million - $2.56 Million	-38,029 Reduced 0.89%	4,247,312 $285 Million
Q1 2023 Apr 20, 2023	SELL	$62.59 - $69.3 $66.6 Million - $73.7 Million	-1,063,958 Reduced 19.89%	4,285,341 $281 Million
Q4 2022 Feb 09, 2023	BUY	$59.13 - $69.24 $10.8 Million - $12.7 Million	182,907 Added 3.54%	5,349,299 $353 Million
Q3 2022 Oct 14, 2022	BUY	$58.51 - $69.02 $7.16 Million - $8.45 Million	122,450 Added 2.43%	5,166,392 $302 Million
Q2 2022 Jul 18, 2022	SELL	$60.93 - $72.3 $35.6 Million - $42.2 Million	-584,197 Reduced 10.38%	5,043,942 $315 Million
Q1 2022 May 09, 2022	BUY	$67.71 - $74.19 $4.51 Million - $4.94 Million	66,642 Added 1.2%	5,628,139 $402 Million
Q4 2021 Jan 28, 2022	SELL	$67.9 - $73.3 $444,269 - $479,601	-6,543 Reduced 0.12%	5,561,497 $407 Million
Q3 2021 Oct 27, 2021	BUY	$66.91 - $71.05 $5.67 Million - $6.02 Million	84,743 Added 1.55%	5,568,040 $376 Million
Q2 2021 Aug 10, 2021	BUY	$65.81 - $69.75 $13.6 Million - $14.4 Million	206,237 Added 3.91%	5,483,297 $375 Million
Q1 2021 May 06, 2021	SELL	$58.71 - $65.66 $59.9 Million - $67 Million	-1,020,023 Reduced 16.2%	5,277,060 $344 Million
Q4 2020 Feb 04, 2021	SELL	$50.83 - $59.53 $23.8 Million - $27.8 Million	-467,453 Reduced 6.91%	6,297,083 $375 Million
Q3 2020 Oct 28, 2020	BUY	$49.44 - $54.86 $53.7 Million - $59.6 Million	1,086,646 Added 19.14%	6,764,536 $353 Million
Q2 2020 Jul 15, 2020	SELL	$42.21 - $55.29 $56.6 Million - $74.1 Million	-1,339,900 Reduced 19.09%	5,677,890 $285 Million
Q1 2020 Apr 27, 2020	BUY	$38.4 - $61.03 $13.7 Million - $21.8 Million	356,387 Added 5.35%	7,017,790 $311 Million
Q4 2019 Jan 15, 2020	BUY	$54.73 - $60.25 $9.93 Million - $10.9 Million	181,362 Added 2.8%	6,661,403 $400 Million
Q3 2019 Nov 08, 2019	BUY	$56.56 - $57.5 $128 Million - $130 Million	2,266,951 Added 53.81%	6,480,041 $368 Million
Q2 2019 Aug 07, 2019	BUY	N/A	1,050,866 Added 33.23%	4,213,090 $239 Million
Q1 2019 May 08, 2019	BUY	N/A	1,016,517 Added 47.37%	3,162,224 $173 Million
Q4 2018 Feb 14, 2019	BUY	N/A	15,298 Added 0.72%	2,145,707 $106 Million
Q3 2018 Nov 13, 2018	BUY	N/A	58,032 Added 2.8%	2,130,409 $119 Million
Q2 2018 Aug 13, 2018	BUY	N/A	76,078 Added 3.81%	2,072,377 $110 Million
Q1 2018 May 15, 2018	BUY	N/A	51,284 Added 2.64%	1,996,299 $105 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-366,599 Reduced 15.86%	1,945,015 $106 Million
Q3 2017 Oct 19, 2017	BUY	N/A	2,311,614	2,311,614 $120 Million

Others Institutions Holding SCHV

# of Institutions

975

Shares Held

358M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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