AVANTAX PLANNING PARTNERS, INC. – Schwab U.S. Large-Cap Value ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$302.28M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.43% | 122.45K shares | -12.55M | $58.51 | 5.16M |
| Q2 2022 | share | Decrease | -10.38% | -584.19K shares | -86.95M | $62.42 | 5.04M |
| Q1 2022 | share | Increase | +1.20% | 66.64K shares | -5.42M | $71.39 | 5.62M |
| Q4 2021 | share | Decrease | -0.12% | -6.54K shares | 31.48M | $73.15 | 5.56M |
| Q3 2021 | share | Increase | +1.55% | 84.74K shares | 838K | $67.48 | 5.56M |
| Q2 2021 | share | Increase | +3.91% | 206.23K shares | 30.40M | $68.01 | 5.48M |
| Q1 2021 | share | Decrease | -16.20% | -1.02M shares | -30.37M | $64.61 | 5.27M |
| Q4 2020 | share | Increase | 0.00% | 6.29M shares | 374.86M | $58.65 | 6.29M |
| Q4 2018 | share | Increase | +0.72% | 15.29K shares | -13.71M | $45.37 | 2.14M |
| Q3 2018 | share | Increase | +2.80% | 58.03K shares | 9.38M | $51.22 | 2.13M |
| Q2 2018 | share | Increase | +3.81% | 76.07K shares | 4.6M | $48.17 | 2.07M |
| Q1 2018 | share | Increase | +2.64% | 51.28K shares | -850K | $47.59 | 1.99M |
| Q4 2017 | share | Decrease | -15.86% | -366.59K shares | -13.45M | $48.94 | 1.94M |
| Q3 2017 | share | Increase | +1.39% | 31.75K shares | 5.33M | $46.08 | 2.31M |
| Q2 2017 | share | Decrease | -31.90% | -1.06M shares | -51.86M | $44.36 | 2.27M |
| Q1 2017 | share | Increase | +2.56% | 83.52K shares | 9.33M | $43.64 | 3.34M |
| Q4 2016 | share | Increase | 0.00% | 3.26M shares | 156.97M | $41.99 | 3.26M |