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

Avantax Planning Partners, Inc.

  • $3.08 Billion
  • Q1 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 4,097,514 shares of SCHV stock, worth $304 Million. This represents 10.12% of its overall portfolio holdings.

Number of Shares
4,097,514
Previous 4,170,351 1.75%
Holding current value
$304 Million
Previous $292 Million 6.5%
% of portfolio
10.12%
Previous 11.15%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $11.8 Million - $12.7 Million
182,907 Added 3.54%
5,349,299 $353 Million
Q3 2022

Oct 14, 2022
BUY
N/A
122,450 Added 2.43%
5,166,392 $302 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-584,197 Reduced 10.38%
5,043,942 $315 Million
Q1 2022

May 09, 2022
BUY
N/A
66,642 Added 1.2%
5,628,139 $402 Million
Q4 2021

Jan 28, 2022
SELL
N/A
-6,543 Reduced 0.12%
5,561,497 $407 Million
Q3 2021

Oct 27, 2021
BUY
N/A
84,743 Added 1.55%
5,568,040 $376 Million
Q2 2021

Aug 10, 2021
BUY
N/A
206,237 Added 3.91%
5,483,297 $375 Million
Q1 2021

May 06, 2021
SELL
N/A
-1,020,023 Reduced 16.2%
5,277,060 $344 Million
Q4 2020

Feb 04, 2021
SELL
N/A
-467,453 Reduced 6.91%
6,297,083 $375 Million
Q3 2020

Oct 28, 2020
BUY
N/A
1,086,646 Added 19.14%
6,764,536 $353 Million
Q2 2020

Jul 15, 2020
SELL
N/A
-1,339,900 Reduced 19.09%
5,677,890 $285 Million
Q1 2020

Apr 27, 2020
BUY
N/A
356,387 Added 5.35%
7,017,790 $311 Million
Q4 2019

Jan 15, 2020
BUY
N/A
181,362 Added 2.8%
6,661,403 $400 Million
Q3 2019

Nov 08, 2019
BUY
N/A
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
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
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More about SCHV
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