SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q4 2025
Shares 8,788 Value ($000) $288 Avg Close — Range —
Q3 2025
Shares 8,788 Value ($000) $293 Avg Close — Range —
Q2 2025
Shares 10,639 Value ($000) $321 Avg Close — Range —
Q1 2025
Shares 10,481 Value ($000) $289 Avg Close — Range —
Q4 2024
Shares 13,305 Value ($000) $354 Avg Close — Range —
Q3 2024
Shares 18,521 Value ($000) $540 Avg Close — Range —
Q2 2024
Shares 28,176 Value ($000) $748 Avg Close — Range —
Q1 2024
Shares 77,770 Value ($000) $1,964 Avg Close — Range —
Q3 2018
Shares 1,670 Value ($000) $43 Avg Close — Range —
Q1 2018
Shares 5,916 Value ($000) $170 Avg Close — Range —