SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 7,447,340 Value ($000) $174,044 Avg Close — Range —
Q3 2025
Shares 7,183,067 Value ($000) $168,587 Avg Close — Range —
Q2 2025
Shares 6,987,851 Value ($000) $162,398 Avg Close — Range —
Q1 2025
Shares 6,787,890 Value ($000) $157,208 Avg Close — Range —
Q4 2024
Shares 6,511,229 Value ($000) $147,805 Avg Close — Range —
Q3 2024
Shares 3,135,279 Value ($000) $148,965 Avg Close — Range —
Q2 2024
Shares 3,398,417 Value ($000) $154,900 Avg Close — Range —
Q1 2024
Shares 3,594,821 Value ($000) $165,362 Avg Close — Range —
Q4 2023
Shares 2,995,096 Value ($000) $139,631 Avg Close — Range —
Q3 2023
Shares 3,288,681 Value ($000) $145,458 Avg Close — Range —
Q2 2023
Shares 3,209,762 Value ($000) $148,163 Avg Close — Range —
Q1 2023
Shares 3,154,324 Value ($000) $147,969 Avg Close — Range —
Q4 2022
Shares 1,769,857 Value ($000) $80,794 Avg Close — Range —
Q3 2022
Shares 1,735,900 Value ($000) $78,654 Avg Close — Range —
Q2 2022
Shares 1,773,112 Value ($000) $84,879 Avg Close — Range —
Q1 2022
Shares 1,916,999 Value ($000) $96,943 Avg Close — Range —
Q4 2021
Shares 3,706,144 Value ($000) $199,761 Avg Close — Range —
Q3 2021
Shares 3,595,145 Value ($000) $195,073 Avg Close — Range —
Q2 2021
Shares 3,539,068 Value ($000) $193,233 Avg Close — Range —
Q1 2021
Shares 3,437,987 Value ($000) $185,479 Avg Close — Range —
Q4 2020
Shares 3,184,372 Value ($000) $178,420 Avg Close — Range —
Q3 2020
Shares 3,042,861 Value ($000) $170,644 Avg Close — Range —
Q2 2020
Shares 2,957,849 Value ($000) $166,349 Avg Close — Range —
Q1 2020
Shares 2,738,306 Value ($000) $148,608 Avg Close — Range —
Q4 2019
Shares 3,033,742 Value ($000) $162,093 Avg Close — Range —
Q3 2019
Shares 2,954,776 Value ($000) $159,115 Avg Close — Range —
Q2 2019
Shares 2,951,173 Value ($000) $155,969 Avg Close — Range —
Q1 2019
Shares 2,797,342 Value ($000) $145,126 Avg Close — Range —
Q4 2018
Shares 2,162,128 Value ($000) $109,382 Avg Close — Range —
Q3 2018
Shares 2,593,402 Value ($000) $130,318 Avg Close — Range —
Q2 2018
Shares 2,420,952 Value ($000) $122,597 Avg Close — Range —
Q1 2018
Shares 2,323,670 Value ($000) $118,554 Avg Close — Range —
Q4 2017
Shares 2,156,326 Value ($000) $112,215 Avg Close — Range —
Q3 2017
Shares 2,220,790 Value ($000) $116,281 Avg Close — Range —
Q2 2017
Shares 2,100,437 Value ($000) $109,748 Avg Close — Range —
Q1 2017
Shares 1,708,216 Value ($000) $88,469 Avg Close — Range —
Q4 2016
Shares 1,072,849 Value ($000) $55,252 Avg Close — Range —