Avantax Planning Partners, Inc. SCHV Holdings History
Avantax Planning Partners, Inc.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Avantax Planning Partners, Inc. held 10.03 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $266.53 Mil. This investment constitutes 9.44% of their stock portfolio, and Avantax Planning Partners, Inc. now holds 2.2% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2018Q2. And since then Avantax Planning Partners, Inc. has made 18 purchases of SCHV, at an average price of $43.41, for a total of 14.81 Mil shares. In addition, there have been 11 sales at an average price of $59.91 for 4.78 Mil shares. Based on historical transaction data and SCHV's current price of $28.16, Avantax Planning Partners, Inc.'s estimated gain on his SCHV holdings is $-74.05 Mil, reflecting a -11.52% gain to date.
Avantax Planning Partners, Inc. SCHV ($28.16) Holding Chart
Avantax Planning Partners, Inc. SCHV ($28.16) 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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