Avantax Planning Partners, Inc. Schwab Us Aggregate Bond ETF Transaction History

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 6,511,229 shares of SCHZ stock, worth $151 Million. This represents 5.36% of its overall portfolio holdings.

Number of Shares
6,511,229
Previous 3,135,279 107.68%
Holding current value
$151 Million
Previous $149 Million 0.79%
% of portfolio
5.36%
Previous 5.37%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$22.63 - $47.53 $76.4 Million - $160 Million
3,375,950 Added 107.68%
6,511,229 $148 Million
Q3 2024

Nov 13, 2024
SELL
$45.2 - $47.87 $11.9 Million - $12.6 Million
-263,138 Reduced 7.74%
3,135,279 $149 Million
Q2 2024

Aug 09, 2024
SELL
$44.66 - $45.99 $8.77 Million - $9.03 Million
-196,404 Reduced 5.46%
3,398,417 $155 Million
Q1 2024

May 02, 2024
BUY
$45.44 - $46.67 $27.3 Million - $28 Million
599,725 Added 20.02%
3,594,821 $165 Million
Q4 2023

Feb 09, 2024
SELL
$43.09 - $46.83 $12.7 Million - $13.7 Million
-293,585 Reduced 8.93%
2,995,096 $140 Million
Q3 2023

Nov 03, 2023
BUY
$44.14 - $46.33 $3.48 Million - $3.66 Million
78,919 Added 2.46%
3,288,681 $145 Million
Q2 2023

Jul 17, 2023
BUY
$45.86 - $47.33 $2.54 Million - $2.62 Million
55,438 Added 1.76%
3,209,762 $148 Million
Q1 2023

Apr 20, 2023
BUY
$45.33 - $47.44 $62.8 Million - $65.7 Million
1,384,467 Added 78.22%
3,154,324 $148 Million
Q4 2022

Feb 09, 2023
BUY
$44.04 - $47.03 $1.5 Million - $1.6 Million
33,957 Added 1.96%
1,769,857 $80.8 Million
Q3 2022

Oct 14, 2022
SELL
$44.98 - $49.09 $1.67 Million - $1.83 Million
-37,212 Reduced 2.1%
1,735,900 $78.7 Million
Q2 2022

Jul 18, 2022
SELL
$46.62 - $50.36 $6.71 Million - $7.25 Million
-143,887 Reduced 7.51%
1,773,112 $84.9 Million
Q1 2022

May 09, 2022
SELL
$50.05 - $53.52 $89.5 Million - $95.8 Million
-1,789,145 Reduced 48.28%
1,916,999 $96.9 Million
Q4 2021

Jan 28, 2022
BUY
$53.63 - $54.52 $5.95 Million - $6.05 Million
110,999 Added 3.09%
3,706,144 $200 Million
Q3 2021

Oct 27, 2021
BUY
$54.26 - $55.17 $3.04 Million - $3.09 Million
56,077 Added 1.58%
3,595,145 $195 Million
Q2 2021

Aug 10, 2021
BUY
$53.9 - $54.6 $5.45 Million - $5.52 Million
101,081 Added 2.94%
3,539,068 $193 Million
Q1 2021

May 06, 2021
BUY
$53.75 - $55.97 $13.6 Million - $14.2 Million
253,615 Added 7.96%
3,437,987 $185 Million
Q4 2020

Feb 04, 2021
BUY
$55.56 - $56.23 $7.86 Million - $7.96 Million
141,511 Added 4.65%
3,184,372 $178 Million
Q3 2020

Oct 28, 2020
BUY
$56.07 - $56.92 $4.77 Million - $4.84 Million
85,012 Added 2.87%
3,042,861 $171 Million
Q2 2020

Jul 15, 2020
BUY
$54.35 - $56.24 $11.9 Million - $12.3 Million
219,543 Added 8.02%
2,957,849 $166 Million
Q1 2020

Apr 27, 2020
SELL
$50.33 - $56.09 $14.9 Million - $16.6 Million
-295,436 Reduced 9.74%
2,738,306 $149 Million
Q4 2019

Jan 15, 2020
BUY
$53.21 - $54.14 $4.2 Million - $4.28 Million
78,966 Added 2.67%
3,033,742 $162 Million
Q3 2019

Nov 08, 2019
BUY
$53.15 - $53.86 $191,499 - $194,057
3,603 Added 0.12%
2,954,776 $159 Million
Q2 2019

Aug 07, 2019
BUY
N/A
153,831 Added 5.5%
2,951,173 $156 Million
Q1 2019

May 08, 2019
BUY
N/A
635,214 Added 29.38%
2,797,342 $145 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-431,274 Reduced 16.63%
2,162,128 $109 Million
Q3 2018

Nov 13, 2018
BUY
N/A
172,450 Added 7.12%
2,593,402 $130 Million
Q2 2018

Aug 13, 2018
BUY
N/A
97,282 Added 4.19%
2,420,952 $123 Million
Q1 2018

May 15, 2018
BUY
N/A
167,344 Added 7.76%
2,323,670 $119 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-64,464 Reduced 2.9%
2,156,326 $112 Million
Q3 2017

Oct 19, 2017
BUY
N/A
2,220,790
2,220,790 $116 Million

Others Institutions Holding SCHZ

# of Institutions
683
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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