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 3,306,600 shares of SCHV stock, worth $86.7 Million. This represents 9.57% of its overall portfolio holdings.

Number of Shares

3,306,600

Previous 4,020,474 17.76%

Holding current value

$86.7 Million

Previous $298 Million 10.77%

% of portfolio

9.57%

Previous 9.61%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

836

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

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