SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 10,106,223 Value ($000) $277,214 Avg Close — Range —
Q3 2025
Shares 9,739,675 Value ($000) $265,893 Avg Close — Range —
Q2 2025
Shares 9,459,398 Value ($000) $250,674 Avg Close — Range —
Q1 2025
Shares 9,634,773 Value ($000) $269,388 Avg Close — Range —
Q4 2024
Shares 9,380,983 Value ($000) $256,288 Avg Close — Range —
Q3 2024
Shares 3,105,998 Value ($000) $262,550 Avg Close — Range —
Q2 2024
Shares 3,573,622 Value ($000) $277,885 Avg Close — Range —
Q1 2024
Shares 3,598,014 Value ($000) $290,108 Avg Close — Range —
Q4 2023
Shares 3,565,729 Value ($000) $271,459 Avg Close — Range —
Q3 2023
Shares 3,638,980 Value ($000) $257,494 Avg Close — Range —
Q2 2023
Shares 3,622,157 Value ($000) $263,041 Avg Close — Range —
Q1 2023
Shares 3,555,737 Value ($000) $260,138 Avg Close — Range —
Q4 2022
Shares 3,504,082 Value ($000) $264,698 Avg Close — Range —
Q3 2022
Shares 3,363,883 Value ($000) $223,463 Avg Close — Range —
Q2 2022
Shares 3,562,261 Value ($000) $255,165 Avg Close — Range —
Q1 2022
Shares 2,982,879 Value ($000) $235,319 Avg Close — Range —
Q4 2021
Shares 2,989,277 Value ($000) $241,623 Avg Close — Range —
Q3 2021
Shares 2,912,874 Value ($000) $216,252 Avg Close — Range —
Q2 2021
Shares 2,830,446 Value ($000) $214,038 Avg Close — Range —
Q1 2021
Shares 2,729,993 Value ($000) $199,071 Avg Close — Range —
Q4 2020
Shares 3,606,915 Value ($000) $231,348 Avg Close — Range —
Q3 2020
Shares 3,826,978 Value ($000) $211,632 Avg Close — Range —
Q2 2020
Shares 3,897,910 Value ($000) $201,717 Avg Close — Range —
Q1 2020
Shares 3,777,289 Value ($000) $169,902 Avg Close — Range —
Q4 2019
Shares 3,676,270 Value ($000) $212,930 Avg Close — Range —
Q3 2019
Shares 3,662,370 Value ($000) $200,625 Avg Close — Range —
Q2 2019
Shares 3,601,161 Value ($000) $192,806 Avg Close — Range —
Q1 2019
Shares 3,397,352 Value ($000) $177,614 Avg Close — Range —
Q4 2018
Shares 2,260,264 Value ($000) $106,165 Avg Close — Range —
Q3 2018
Shares 2,121,326 Value ($000) $112,430 Avg Close — Range —
Q2 2018
Shares 2,078,247 Value ($000) $102,436 Avg Close — Range —
Q1 2018
Shares 2,001,416 Value ($000) $98,129 Avg Close — Range —
Q4 2017
Shares 1,930,267 Value ($000) $98,772 Avg Close — Range —
Q3 2017
Shares 2,249,598 Value ($000) $105,281 Avg Close — Range —
Q2 2017
Shares 2,205,467 Value ($000) $99,467 Avg Close — Range —
Q1 2017
Shares 2,299,004 Value ($000) $102,490 Avg Close — Range —
Q4 2016
Shares 2,810,064 Value ($000) $122,435 Avg Close — Range —