AVANTAX PLANNING PARTNERS, INC. – Schwab U.S. Large-Cap ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$1.75M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.01% | 3 shares | -95K | $42.35 | 41.50K |
| Q2 2022 | share | Decrease | -0.36% | -150 shares | -390K | $44.66 | 41.5K |
| Q1 2022 | share | Increase | +0.07% | 30 shares | -126K | $53.85 | 41.65K |
| Q4 2021 | share | Increase | +22.83% | 3.86K shares | 607K | $114.22 | 20.81K |
| Q3 2021 | share | Increase | +0.05% | 8 shares | 1K | $104.03 | 16.94K |
| Q2 2021 | share | Decrease | -0.28% | -48 shares | 130K | $103.64 | 16.93K |
| Q1 2021 | share | Decrease | -9.11% | -1.70K shares | -68K | $95.42 | 16.98K |
| Q4 2020 | share | Increase | 0.00% | 18.68K shares | 1.69M | $90.1 | 18.68K |
| Q4 2018 | share | Increase | +10084.78% | 105.38K shares | 6.28M | $56.83 | 106.43K |
| Q3 2018 | share | Increase | 0.00% | 1.04K shares | 73K | $65.87 | 1.04K |
| Q2 2018 | share | Decrease | -100.00% | -1.04K shares | -66K | $61.27 | 0 |
| Q1 2018 | share | Increase | 0.00% | 1.04K shares | 66K | $59.2 | 1.04K |