SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 7,198,276 Value ($000) $173,047 Avg Close Range
Q3 2025
Shares 6,677,104 Value ($000) $155,443 Avg Close Range
Q2 2025
Shares 6,279,163 Value ($000) $138,769 Avg Close Range
Q1 2025
Shares 6,440,391 Value ($000) $127,391 Avg Close Range
Q4 2024
Shares 5,960,505 Value ($000) $110,269 Avg Close Range
Q3 2024
Shares 2,773,144 Value ($000) $114,032 Avg Close Range
Q2 2024
Shares 3,050,881 Value ($000) $117,215 Avg Close Range
Q1 2024
Shares 2,809,739 Value ($000) $109,636 Avg Close Range
Q4 2023
Shares 2,594,955 Value ($000) $95,910 Avg Close Range
Q3 2023
Shares 2,896,684 Value ($000) $98,371 Avg Close Range
Q2 2023
Shares 2,704,951 Value ($000) $96,432 Avg Close Range
Q1 2023
Shares 2,492,103 Value ($000) $86,725 Avg Close Range
Q4 2022
Shares 1,218,429 Value ($000) $39,246 Avg Close Range
Q3 2022
Shares 1,124,592 Value ($000) $31,635 Avg Close Range
Q2 2022
Shares 1,055,015 Value ($000) $33,180 Avg Close Range
Q1 2022
Shares 1,296,122 Value ($000) $47,594 Avg Close Range
Q4 2021
Shares 1,154,163 Value ($000) $44,862 Avg Close Range
Q3 2021
Shares 1,109,923 Value ($000) $42,954 Avg Close Range
Q2 2021
Shares 999,762 Value ($000) $39,441 Avg Close Range
Q1 2021
Shares 946,390 Value ($000) $35,603 Avg Close Range
Q4 2020
Shares 720,059 Value ($000) $25,929 Avg Close Range
Q3 2020
Shares 699,070 Value ($000) $21,951 Avg Close Range
Q2 2020
Shares 662,038 Value ($000) $19,696 Avg Close Range
Q1 2020
Shares 448,209 Value ($000) $11,582 Avg Close Range
Q4 2019
Shares 352,753 Value ($000) $11,863 Avg Close Range
Q3 2019
Shares 335,883 Value ($000) $10,701 Avg Close Range
Q2 2019
Shares 314,105 Value ($000) $10,080 Avg Close Range
Q1 2019
Shares 276,493 Value ($000) $8,657 Avg Close Range
Q4 2018
Shares 195,587 Value ($000) $5,545 Avg Close Range
Q3 2018
Shares 222,804 Value ($000) $7,471 Avg Close Range
Q2 2018
Shares 206,661 Value ($000) $6,830 Avg Close Range
Q1 2018
Shares 190,929 Value ($000) $6,436 Avg Close Range
Q4 2017
Shares 139,041 Value ($000) $4,737 Avg Close Range
Q3 2017
Shares 148,541 Value ($000) $4,972 Avg Close Range
Q2 2017
Shares 129,765 Value ($000) $4,124 Avg Close Range
Q1 2017
Shares 84,901 Value ($000) $2,536 Avg Close Range
Q4 2016
Shares 82,438 Value ($000) $2,282 Avg Close Range