SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 10,187,907 Value ($000) $301,664 Avg Close — Range —
Q3 2025
Shares 10,079,785 Value ($000) $293,423 Avg Close — Range —
Q2 2025
Shares 9,946,200 Value ($000) $275,211 Avg Close — Range —
Q1 2025
Shares 10,027,280 Value ($000) $266,525 Avg Close — Range —
Q4 2024
Shares 9,927,842 Value ($000) $258,819 Avg Close — Range —
Q3 2024
Shares 3,306,600 Value ($000) $265,751 Avg Close — Range —
Q2 2024
Shares 4,020,474 Value ($000) $297,837 Avg Close — Range —
Q1 2024
Shares 4,097,514 Value ($000) $311,329 Avg Close — Range —
Q4 2023
Shares 4,170,351 Value ($000) $292,342 Avg Close — Range —
Q3 2023
Shares 4,281,644 Value ($000) $275,995 Avg Close — Range —
Q2 2023
Shares 4,247,312 Value ($000) $284,952 Avg Close — Range —
Q1 2023
Shares 4,285,341 Value ($000) $281,033 Avg Close — Range —
Q4 2022
Shares 5,349,299 Value ($000) $353,161 Avg Close — Range —
Q3 2022
Shares 5,166,392 Value ($000) $302,286 Avg Close — Range —
Q2 2022
Shares 5,043,942 Value ($000) $314,843 Avg Close — Range —
Q1 2022
Shares 5,628,139 Value ($000) $401,793 Avg Close — Range —
Q4 2021
Shares 5,561,497 Value ($000) $407,213 Avg Close — Range —
Q3 2021
Shares 5,568,040 Value ($000) $375,731 Avg Close — Range —
Q2 2021
Shares 5,483,297 Value ($000) $374,893 Avg Close — Range —
Q1 2021
Shares 5,277,060 Value ($000) $344,486 Avg Close — Range —
Q4 2020
Shares 6,297,083 Value ($000) $374,865 Avg Close — Range —
Q3 2020
Shares 6,764,536 Value ($000) $353,041 Avg Close — Range —
Q2 2020
Shares 5,677,890 Value ($000) $284,519 Avg Close — Range —
Q1 2020
Shares 7,017,790 Value ($000) $310,678 Avg Close — Range —
Q4 2019
Shares 6,661,403 Value ($000) $400,484 Avg Close — Range —
Q3 2019
Shares 6,480,041 Value ($000) $367,613 Avg Close — Range —
Q2 2019
Shares 4,213,090 Value ($000) $239,009 Avg Close — Range —
Q1 2019
Shares 3,162,224 Value ($000) $173,100 Avg Close — Range —
Q4 2018
Shares 2,145,707 Value ($000) $105,762 Avg Close — Range —
Q3 2018
Shares 2,130,409 Value ($000) $119,473 Avg Close — Range —
Q2 2018
Shares 2,072,377 Value ($000) $110,084 Avg Close — Range —
Q1 2018
Shares 1,996,299 Value ($000) $105,484 Avg Close — Range —
Q4 2017
Shares 1,945,015 Value ($000) $106,334 Avg Close — Range —
Q3 2017
Shares 2,311,614 Value ($000) $119,788 Avg Close — Range —
Q2 2017
Shares 2,279,862 Value ($000) $114,449 Avg Close — Range —
Q1 2017
Shares 3,347,687 Value ($000) $166,313 Avg Close — Range —
Q4 2016
Shares 3,264,166 Value ($000) $156,974 Avg Close — Range —