AVANTAX PLANNING PARTNERS, INC. – Schwab U.S. Aggregate Bond ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$78.65M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.10% | -37.21K shares | -6.22M | $45.31 | 1.73M |
| Q2 2022 | share | Decrease | -7.51% | -143.88K shares | -12.06M | $47.87 | 1.77M |
| Q1 2022 | share | Decrease | -48.28% | -1.78M shares | -102.81M | $50.57 | 1.91M |
| Q4 2021 | share | Increase | +3.09% | 110.99K shares | 4.68M | $53.88 | 3.70M |
| Q3 2021 | share | Increase | +1.58% | 56.07K shares | 1.84M | $53.98 | 3.59M |
| Q2 2021 | share | Increase | +2.94% | 101.08K shares | 7.75M | $54.03 | 3.53M |
| Q1 2021 | share | Increase | +7.96% | 253.61K shares | 7.05M | $53.1 | 3.43M |
| Q4 2020 | share | Increase | 0.00% | 3.18M shares | 178.42M | $54.94 | 3.18M |
| Q4 2018 | share | Decrease | -16.63% | -431.27K shares | -20.93M | $47.06 | 2.16M |
| Q3 2018 | share | Increase | +7.12% | 172.45K shares | 7.72M | $46.41 | 2.59M |
| Q2 2018 | share | Increase | +4.19% | 97.28K shares | 4.04M | $46.43 | 2.42M |
| Q1 2018 | share | Increase | +7.76% | 167.34K shares | 6.33M | $46.46 | 2.32M |
| Q4 2017 | share | Decrease | -2.90% | -64.46K shares | -4.06M | $47.18 | 2.15M |
| Q3 2017 | share | Increase | +5.73% | 120.35K shares | 6.53M | $47.09 | 2.22M |
| Q2 2017 | share | Increase | +22.96% | 392.22K shares | 21.27M | $46.71 | 2.10M |
| Q1 2017 | share | Increase | +59.22% | 635.36K shares | 33.21M | $46.03 | 1.70M |
| Q4 2016 | share | Increase | 0.00% | 1.07M shares | 55.25M | $45.59 | 1.07M |