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 $291 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
$291 Million
Previous $275 Million 6.62%
% of portfolio
8.51%
Previous 8.85%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
957
Shares Held
349M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
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