Avantax Planning Partners, Inc.

Position in SCHZ — Schwab U.S. Aggregate Bond ETF

CIK 1005441 DUBUQUE, IA

All Filings in SCHZ

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SCHZ	$179,041,548	7,710,661	+3.5%	Shares	Sole	2026-05-04
2025-12-31 SCHZ	$174,044,335	7,447,340	+3.7%	Shares	Sole	2026-02-05
2025-09-30 SCHZ	$168,586,582	7,183,067	+2.8%	Shares	Sole	2025-10-31
2025-06-30 SCHZ	$162,397,657	6,987,851	+2.9%	Shares	Sole	2025-08-11
2025-03-31 SCHZ	$157,207,532	6,787,890	+4.2%	Shares	Sole	2025-04-29
2024-12-31 SCHZ	$147,804,898	6,511,229	+107.7%	Shares	Sole	2025-02-07
2024-09-30 SCHZ	—	3,135,279	-7.7%	Shares	Sole	2024-11-14
2024-06-30 SCHZ	—	3,398,417	-5.5%	Shares	Sole	2024-08-09
2024-03-31 SCHZ	—	3,594,821	+20.0%	Shares	Sole	2024-05-03
2023-12-31 SCHZ	—	2,995,096	-8.9%	Shares	Sole	2024-02-09
2023-09-30 SCHZ	—	3,288,681	+2.5%	Shares	Sole	2023-11-06
2023-06-30 SCHZ	—	3,209,762	+1.8%	Shares	Sole	2023-07-18
2023-03-31 SCHZ	—	3,154,324	+78.2%	Shares	Sole	2023-04-21
2022-12-31 SCHZ	—	1,769,857	+2.0%	Shares	Sole	2023-02-10
2022-09-30 SCHZ	—	1,735,900	-2.1%	Shares	Sole	2022-10-14
2022-06-30 SCHZ	—	1,773,112	-7.5%	Shares	Sole	2022-07-18
2022-03-31 SCHZ	—	1,916,999	-48.3%	Shares	Sole	2022-05-09
2021-12-31 SCHZ	—	3,706,144	+3.1%	Shares	Sole	2022-01-28
2021-09-30 SCHZ	—	3,595,145	+1.6%	Shares	Sole	2021-10-27
2021-06-30 SCHZ	—	3,539,068	+2.9%	Shares	Sole	2021-08-10
2021-03-31 SCHZ	—	3,437,987	+8.0%	Shares	Sole	2021-05-06
2020-12-31 SCHZ	—	3,184,372	+4.7%	Shares	Sole	2021-02-04
2020-09-30 SCHZ	—	3,042,861	+2.9%	Shares	Sole	2020-10-28
2020-06-30 SCHZ	—	2,957,849	+8.0%	Shares	Sole	2020-07-15
2020-03-31 SCHZ	—	2,738,306	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.