SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 32,151 Value ($000) $916 Avg Close Range
Q3 2025
Shares 34,351 Value ($000) $958 Avg Close Range
Q2 2025
Shares 25,851 Value ($000) $654 Avg Close Range
Q1 2025
Shares 25,147 Value ($000) $589 Avg Close Range
Q4 2024
Shares 25,801 Value ($000) $667 Avg Close Range
Q3 2024
Shares 12,937 Value ($000) $666 Avg Close Range
Q2 2024
Shares 17,370 Value ($000) $824 Avg Close Range
Q1 2024
Shares 16,682 Value ($000) $821 Avg Close Range
Q4 2023
Shares 12,806 Value ($000) $605 Avg Close Range
Q3 2023
Shares 12,849 Value ($000) $532 Avg Close Range
Q2 2023
Shares 11,698 Value ($000) $512 Avg Close Range
Q1 2023
Shares 12,046 Value ($000) $505 Avg Close Range
Q4 2022
Shares 12,141 Value ($000) $492 Avg Close Range
Q3 2022
Shares 10,587 Value ($000) $400 Avg Close Range
Q2 2022
Shares 11,347 Value ($000) $442 Avg Close Range
Q1 2022
Shares 11,855 Value ($000) $561 Avg Close Range
Q4 2021
Shares 6,114 Value ($000) $626 Avg Close Range
Q3 2021
Shares 5,056 Value ($000) $506 Avg Close Range
Q2 2021
Shares 5,036 Value ($000) $525 Avg Close Range
Q1 2021
Shares 5,007 Value ($000) $499 Avg Close Range
Q4 2020
Shares 5,080 Value ($000) $452 Avg Close Range
Q3 2020
Shares 6,364 Value ($000) $435 Avg Close Range
Q2 2020
Shares 6,684 Value ($000) $437 Avg Close Range
Q1 2020
Shares 11,375 Value ($000) $586 Avg Close Range
Q4 2019
Shares 5,979 Value ($000) $452 Avg Close Range
Q3 2019
Shares 5,496 Value ($000) $383 Avg Close Range
Q2 2019
Shares 5,494 Value ($000) $394 Avg Close Range
Q1 2019
Shares 5,346 Value ($000) $374 Avg Close Range
Q4 2018
Shares 25,097 Value ($000) $1,523 Avg Close Range
Q3 2018
Shares 1,605 Value ($000) $122 Avg Close Range
Q1 2018
Shares 1,900 Value ($000) $131 Avg Close Range
Q1 2017
Shares 17,704 Value ($000) $1,115 Avg Close Range
Q4 2016
Shares 18,211 Value ($000) $1,120 Avg Close Range