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

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

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 10,883 shares of SCHX stock, worth $254,662. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,883

Previous 42,914 74.64%

Holding current value

$254,662

Previous $2.76 Million 73.23%

% of portfolio

0.03%

Previous 0.09%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$61.11 - $67.85 $1.96 Million - $2.17 Million	-32,031 Reduced 74.64%	10,883 $738,000
Q2 2024 Aug 09, 2024	BUY	$58.7 - $64.78 $164,594 - $181,643	2,804 Added 6.99%	42,914 $2.76 Million
Q1 2024 May 02, 2024	BUY	$55.41 - $62.08 $215,932 - $241,925	3,897 Added 10.76%	40,110 $2.49 Million
Q4 2023 Feb 09, 2024	SELL	$48.47 - $56.6 $239,829 - $280,056	-4,948 Reduced 12.02%	36,213 $2.04 Million
Q3 2023 Nov 03, 2023	SELL	$50.36 - $54.21 $50 - $54	-1 Reduced -0.0%	41,161 $2.08 Million
Q2 2023 Jul 17, 2023	SELL	$47.67 - $52.37 $76,701 - $84,263	-1,609 Reduced 3.76%	41,162 $2.16 Million
Q1 2023 Apr 20, 2023	SELL	$44.78 - $49.41 $22,255 - $24,556	-497 Reduced 1.15%	42,771 $2.07 Million
Q4 2022 Feb 09, 2023	BUY	$42.25 - $48.16 $74,571 - $85,002	1,765 Added 4.25%	43,268 $1.95 Million
Q3 2022 Oct 14, 2022	BUY	$42.35 - $51.01 $127 - $153	3 Added 0.01%	41,503 $1.76 Million
Q2 2022 Jul 18, 2022	SELL	$43.35 - $54.51 $6,502 - $8,176	-150 Reduced 0.36%	41,500 $1.85 Million
Q1 2022 May 09, 2022	BUY	$49.51 - $57.27 $1.03 Million - $1.19 Million	20,840 Added 100.14%	41,650 $2.24 Million
Q4 2021 Jan 28, 2022	BUY	$51.9 - $57.29 $200,749 - $221,597	3,868 Added 22.83%	20,810 $2.37 Million
Q3 2021 Oct 27, 2021	BUY	$51.52 - $54.94 $412 - $439	8 Added 0.05%	16,942 $1.76 Million
Q2 2021 Aug 10, 2021	SELL	$48.62 - $52.01 $2,333 - $2,496	-48 Reduced 0.28%	16,934 $1.76 Million
Q1 2021 May 06, 2021	SELL	$44.9 - $48.34 $76,464 - $82,323	-1,703 Reduced 9.11%	16,982 $1.63 Million
Q4 2020 Feb 04, 2021	SELL	$39.35 - $45.48 $106,953 - $123,614	-2,718 Reduced 12.7%	18,685 $1.7 Million
Q3 2020 Oct 28, 2020	SELL	$37.26 - $43.03 $5,626 - $6,497	-151 Reduced 0.7%	21,403 $1.73 Million
Q2 2020 Jul 15, 2020	SELL	$29.25 - $38.76 $101,848 - $134,962	-3,482 Reduced 13.91%	21,554 $1.6 Million
Q1 2020 Apr 27, 2020	BUY	$26.61 - $40.52 $21,527 - $32,780	809 Added 3.34%	25,036 $1.53 Million
Q4 2019 Jan 15, 2020	SELL	$34.42 - $38.54 $19,894 - $22,276	-578 Reduced 2.33%	24,227 $1.86 Million
Q3 2019 Nov 08, 2019	SELL	$35.28 - $36.01 $35 - $36	-1 Reduced -0.0%	24,805 $1.76 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-1,219 Reduced 4.68%	24,806 $1.76 Million
Q1 2019 May 08, 2019	SELL	N/A	-80,406 Reduced 75.55%	26,025 $1.76 Million
Q4 2018 Feb 14, 2019	BUY	N/A	105,386 Added 10084.78%	106,431 $6.35 Million
Q3 2018 Nov 13, 2018	BUY	N/A	1,045 New	1,045 $73,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,044 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	1,044 New	1,044 $66,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

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