Number of Shares
27.64 Mil
Current Holdings Value*
$772.84 Mil
% of Portfolio
4.69%
Total Estimate Gain
$-391.29 Mil
% of Total Estimate Gain
-34.10%

AVANTAX ADVISORY SERVICES, INC.'s Schwab US Dividend Equity ETF Holding Summary

As of 2025-03-31, AVANTAX ADVISORY SERVICES, INC. held 27.64 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $772.84 Mil. This investment constitutes 4.69% of their stock portfolio, and AVANTAX ADVISORY SERVICES, INC. now holds 1.06% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.

The initial trade took place in 2018Q4. And since then AVANTAX ADVISORY SERVICES, INC. has made 24 purchases of SCHD, at an average price of $41.48, for a total of 27.67 Mil shares. In addition, there have been 1 sales at an average price of $61.01 for 24,316.00 shares. Based on historical transaction data and SCHD's current price of $27.31, AVANTAX ADVISORY SERVICES, INC.'s estimated gain on his SCHD holdings is $-391.29 Mil, reflecting a -34.10% gain to date.

AVANTAX ADVISORY SERVICES, INC. SCHD ($27.31) Holding Chart

AVANTAX ADVISORY SERVICES, INC. SCHD ($27.31) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1