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AVANTAX ADVISORY SERVICES, INC.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on SCHW, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 78,658 SCHW shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 78,658 shares
    Change vs previous 13F +8,197 shares

    0.04% of the 13F portfolio, value $7,176,786.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 70,461 shares
    Change vs previous 13F +9,769 shares

    0.03% of the 13F portfolio, value $5,515,690.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 60,692 shares
    Change vs previous 13F -327 shares

    0.03% of the 13F portfolio, value $4,491,850.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 61,019 shares
    Change vs previous 13F -1,745 shares

    0.03% of the 13F portfolio, value $3,954,651.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 62,764 shares
    Change vs previous 13F +35,747 shares

    0.03% of the 13F portfolio, value $4,625,091.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 27,017 shares
    Change vs previous 13F -2,241 shares

    0.02% of the 13F portfolio, value $1,954,399.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 29,258 shares
    Change vs previous 13F +8,022 shares

    0.02% of the 13F portfolio, value $2,012,955.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 21,236 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,165,841.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).