AVANTAX ADVISORY SERVICES, INC. – Schwab U.S. Large-Cap Value ETF Transaction History
AVANTAX ADVISORY SERVICES, INC. portfolio value:
$3.99M
portfolio value
AVANTAX ADVISORY SERVICES, 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 | +1.93% | 1.29K shares | -186K | $58.51 | 68.34K |
| Q2 2022 | share | Decrease | -13.76% | -10.69K shares | -1.37M | $62.42 | 67.04K |
| Q1 2022 | share | Increase | +5.17% | 3.82K shares | 145K | $71.39 | 77.74K |
| Q4 2021 | share | Increase | +194.96% | 48.85K shares | 3.72M | $73.15 | 73.92K |
| Q3 2021 | share | Increase | +6.29% | 1.48K shares | 77K | $67.48 | 25.06K |
| Q2 2021 | share | Decrease | -4.36% | -1.07K shares | 5K | $68.01 | 23.57K |
| Q1 2021 | share | Increase | +249.91% | 17.60K shares | 1.18M | $64.61 | 24.65K |
| Q4 2020 | share | Decrease | -48.56% | -6.65K shares | -292K | $58.65 | 7.04K |
| Q3 2020 | share | Increase | +89.42% | 6.46K shares | 349K | $51.09 | 13.69K |
| Q2 2020 | share | Decrease | -6.78% | -526 shares | 20K | $48.43 | 7.23K |
| Q1 2020 | share | Increase | 0.00% | 7.75K shares | 343K | $42.48 | 7.75K |