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

Avantax Planning Partners, Inc.

$3.11 Billion
Q2 2025

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 6,987,851 shares of SCHZ stock, worth $165 Million. This represents 5.22% of its overall portfolio holdings.

Number of Shares

6,987,851

Previous 6,787,890 2.95%

Holding current value

$165 Million

Previous $157 Million 3.3%

% of portfolio

5.22%

Previous 5.6%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$22.68 - $23.28 $4.54 Million - $4.66 Million	199,961 Added 2.95%	6,987,851 $162 Million
Q1 2025 Apr 28, 2025	BUY	$22.46 - $23.26 $6.21 Million - $6.44 Million	276,661 Added 4.25%	6,787,890 $157 Million
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

712

Shares Held

169M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

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