SCHWAB STRATEGIC TR

Ticker: FNDE CUSIP: 808524730 Class: FUNDAMENTAL EMER

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

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

Q2 2025
Shares 6,840 Value ($000) $226 Avg Close — Range —
Q1 2025
Shares 6,682 Value ($000) $206 Avg Close — Range —
Q3 2024
Shares 6,573 Value ($000) $212 Avg Close — Range —
Q3 2018
Shares 588 Value ($000) $17 Avg Close — Range —
Q1 2018
Shares 88 Value ($000) $3 Avg Close — Range —