AVANTAX ADVISORY SERVICES, INC. SCHD Holdings History
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 % |
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