SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 53,540 Value ($000) $1,404 Avg Close — Range —
Q3 2025
Shares 54,012 Value ($000) $1,389 Avg Close — Range —
Q2 2025
Shares 59,087 Value ($000) $1,408 Avg Close — Range —
Q1 2025
Shares 59,131 Value ($000) $1,273 Avg Close — Range —
Q4 2024
Shares 61,417 Value ($000) $1,394 Avg Close — Range —
Q3 2024
Shares 20,979 Value ($000) $1,396 Avg Close — Range —
Q2 2024
Shares 22,116 Value ($000) $1,390 Avg Close — Range —
Q1 2024
Shares 27,470 Value ($000) $1,677 Avg Close — Range —
Q4 2023
Shares 10,939 Value ($000) $609 Avg Close — Range —
Q3 2023
Shares 9,888 Value ($000) $493 Avg Close — Range —
Q2 2023
Shares 9,842 Value ($000) $509 Avg Close — Range —
Q1 2023
Shares 9,805 Value ($000) $469 Avg Close — Range —
Q4 2022
Shares 10,066 Value ($000) $451 Avg Close — Range —
Q3 2022
Shares 10,592 Value ($000) $445 Avg Close — Range —
Q2 2022
Shares 11,481 Value ($000) $507 Avg Close — Range —
Q1 2022
Shares 13,475 Value ($000) $719 Avg Close — Range —
Q4 2021
Shares 4,991 Value ($000) $564 Avg Close — Range —
Q3 2021
Shares 4,513 Value ($000) $469 Avg Close — Range —
Q2 2021
Shares 4,513 Value ($000) $471 Avg Close — Range —
Q1 2021
Shares 4,472 Value ($000) $432 Avg Close — Range —
Q4 2020
Shares 4,429 Value ($000) $403 Avg Close — Range —
Q3 2020
Shares 4,473 Value ($000) $356 Avg Close — Range —
Q2 2020
Shares 4,849 Value ($000) $356 Avg Close — Range —
Q1 2020
Shares 4,847 Value ($000) $293 Avg Close — Range —
Q4 2019
Shares 4,730 Value ($000) $364 Avg Close — Range —
Q3 2019
Shares 3,932 Value ($000) $279 Avg Close — Range —
Q2 2019
Shares 3,722 Value ($000) $265 Avg Close — Range —
Q1 2019
Shares 3,699 Value ($000) $252 Avg Close — Range —
Q4 2018
Shares 3,687 Value ($000) $221 Avg Close — Range —
Q3 2018
Shares 3,632 Value ($000) $256 Avg Close — Range —
Q2 2018
Shares 4,098 Value ($000) $270 Avg Close — Range —
Q1 2018
Shares 5,381 Value ($000) $343 Avg Close — Range —
Q4 2017
Shares 4,029 Value ($000) $260 Avg Close — Range —
Q3 2017
Shares 4,000 Value ($000) $244 Avg Close — Range —
Q2 2017
Shares 3,964 Value ($000) $232 Avg Close — Range —
Q1 2017
Shares 3,859 Value ($000) $220 Avg Close — Range —
Q4 2016
Shares 11,430 Value ($000) $619 Avg Close — Range —