AVANTAX PLANNING PARTNERS, INC. – Schwab U.S. Dividend Equity ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$223.46M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.57% | -198.37K shares | -31.70M | $66.43 | 3.36M |
| Q2 2022 | share | Increase | +19.42% | 579.38K shares | 19.84M | $71.63 | 3.56M |
| Q1 2022 | share | Decrease | -0.21% | -6.39K shares | -6.30M | $78.89 | 2.98M |
| Q4 2021 | share | Increase | +2.62% | 76.40K shares | 25.37M | $80.71 | 2.98M |
| Q3 2021 | share | Increase | +2.91% | 82.42K shares | 2.21M | $74.24 | 2.91M |
| Q2 2021 | share | Increase | +3.68% | 100.45K shares | 14.96M | $75.03 | 2.83M |
| Q1 2021 | share | Decrease | -24.31% | -876.92K shares | -32.27M | $71.83 | 2.72M |
| Q4 2020 | share | Increase | 0.00% | 3.60M shares | 231.34M | $62.74 | 3.60M |
| Q4 2018 | share | Increase | +6.55% | 138.93K shares | -6.26M | $42.83 | 2.26M |
| Q3 2018 | share | Increase | +2.07% | 43.07K shares | 9.99M | $47.94 | 2.12M |
| Q2 2018 | share | Increase | +3.84% | 76.83K shares | 4.30M | $44.27 | 2.07M |
| Q1 2018 | share | Increase | +3.69% | 71.14K shares | -643K | $43.68 | 2.00M |
| Q4 2017 | share | Decrease | -14.20% | -319.33K shares | -6.50M | $45.35 | 1.93M |
| Q3 2017 | share | Increase | +2.00% | 44.13K shares | 5.81M | $41.2 | 2.24M |
| Q2 2017 | share | Decrease | -4.07% | -93.53K shares | -3.02M | $39.41 | 2.20M |
| Q1 2017 | share | Decrease | -18.19% | -511.06K shares | -19.94M | $38.68 | 2.29M |
| Q4 2016 | share | Increase | 0.00% | 2.81M shares | 122.43M | $37.53 | 2.81M |