SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 14,890,533 Value ($000) $485,729 Avg Close — Range —
Q3 2025
Shares 15,014,311 Value ($000) $479,107 Avg Close — Range —
Q2 2025
Shares 15,205,975 Value ($000) $444,167 Avg Close — Range —
Q1 2025
Shares 14,887,267 Value ($000) $372,777 Avg Close — Range —
Q4 2024
Shares 15,371,381 Value ($000) $428,400 Avg Close — Range —
Q3 2024
Shares 3,902,832 Value ($000) $406,597 Avg Close — Range —
Q2 2024
Shares 4,492,287 Value ($000) $453,002 Avg Close — Range —
Q1 2024
Shares 4,794,139 Value ($000) $444,513 Avg Close — Range —
Q4 2023
Shares 4,931,667 Value ($000) $409,131 Avg Close — Range —
Q3 2023
Shares 5,132,324 Value ($000) $373,223 Avg Close — Range —
Q2 2023
Shares 5,272,310 Value ($000) $395,160 Avg Close — Range —
Q1 2023
Shares 5,629,421 Value ($000) $366,869 Avg Close — Range —
Q4 2022
Shares 6,639,614 Value ($000) $368,897 Avg Close — Range —
Q3 2022
Shares 6,017,586 Value ($000) $335,841 Avg Close — Range —
Q2 2022
Shares 6,200,321 Value ($000) $359,557 Avg Close — Range —
Q1 2022
Shares 6,465,177 Value ($000) $483,725 Avg Close — Range —
Q4 2021
Shares 3,213,369 Value ($000) $526,189 Avg Close — Range —
Q3 2021
Shares 3,223,233 Value ($000) $477,329 Avg Close — Range —
Q2 2021
Shares 3,211,015 Value ($000) $468,680 Avg Close — Range —
Q1 2021
Shares 3,173,415 Value ($000) $411,846 Avg Close — Range —
Q4 2020
Shares 3,705,079 Value ($000) $475,769 Avg Close — Range —
Q3 2020
Shares 4,165,680 Value ($000) $479,761 Avg Close — Range —
Q2 2020
Shares 4,280,749 Value ($000) $434,667 Avg Close — Range —
Q1 2020
Shares 3,991,879 Value ($000) $317,953 Avg Close — Range —
Q4 2019
Shares 3,943,304 Value ($000) $366,372 Avg Close — Range —
Q3 2019
Shares 3,990,462 Value ($000) $335,239 Avg Close — Range —
Q2 2019
Shares 3,957,211 Value ($000) $333,712 Avg Close — Range —
Q1 2019
Shares 3,857,118 Value ($000) $306,371 Avg Close — Range —
Q4 2018
Shares 3,576,720 Value ($000) $246,543 Avg Close — Range —
Q3 2018
Shares 3,647,160 Value ($000) $299,140 Avg Close — Range —
Q2 2018
Shares 3,634,327 Value ($000) $275,409 Avg Close — Range —
Q1 2018
Shares 3,542,184 Value ($000) $254,010 Avg Close — Range —
Q4 2017
Shares 3,513,687 Value ($000) $248,453 Avg Close — Range —
Q3 2017
Shares 4,196,485 Value ($000) $277,262 Avg Close — Range —
Q2 2017
Shares 4,117,242 Value ($000) $260,210 Avg Close — Range —
Q1 2017
Shares 4,003,533 Value ($000) $242,134 Avg Close — Range —
Q4 2016
Shares 3,966,308 Value ($000) $221,439 Avg Close — Range —