Notify me when Avantax Planning Partners, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 437 | $3,575,182,955 | +$109,805,107 | -$65,890,779 | +$43,914,328 | SCHG, SCHV, SCHD, SCHZ, SCHF | 13F-HR | 04 Feb 2026, 18:28 |
| Q3 2025 | 438 | $3,487,684,381 | +$287,347,845 | -$124,277,210 | +$163,070,635 | SCHG, SCHV, SCHD, SCHZ, SCHF | 13F-HR | 31 Oct 2025, 14:36 |
| Q2 2025 | 447 | $3,152,112,797 | +$256,228,456 | -$72,151,859 | +$184,076,597 | SCHG, SCHV, SCHD, SCHZ, SCHF | 13F-HR | 11 Aug 2025, 11:31 |
| Q1 2025 | 431 | $2,824,731,023 | +$160,245,706 | -$71,390,708 | +$88,854,998 | SCHG, SCHD, SCHV, SCHZ, SCHF | 13F-HR | 28 Apr 2025, 18:00 |
| Q4 2024 | 430 | $2,773,867,639 | +$875,259,907 | -$51,235,519 | +$824,024,388 | SCHG, SCHV, SCHD, SCHZ, SCHF | 13F-HR | 07 Feb 2025, 17:17 |
| Q3 2024 | 443 | $2,787,996,237 | +$38,363,731 | -$536,334,967 | -$497,971,236 | SCHG, SCHV, SCHD, SCHZ, SCHF | 13F-HR | 13 Nov 2024, 18:42 |
| Q2 2024 | 471 | $3,111,271,577 | +$233,155,995 | -$216,330,642 | +$16,825,353 | SCHG, SCHV, SCHD, SCHZ, SCHF | 13F-HR | 09 Aug 2024, 12:52 |
| Q1 2024 | 465 | $3,087,793,217 | +$492,106,481 | -$189,060,986 | +$303,045,495 | SCHG, SCHV, SCHD, SCHZ, SCHF | 13F-HR | 02 May 2024, 21:22 |
| Q4 2023 | 372 | $2,624,534,824 | +$136,067,895 | -$126,705,700 | +$9,362,195 | SCHG, SCHV, SCHD, SCHZ, SCHF | 13F-HR | 09 Feb 2024, 15:51 |
| Q3 2023 | 362 | $2,390,504,565 | +$85,606,803 | -$120,986,164 | -$35,379,361 | SCHG, SCHV, SCHD, SCHZ, SCHF | 13F-HR | 03 Nov 2023, 17:47 |
| Q2 2023 | 372 | $2,515,439,415 | +$57,983,554 | -$104,153,187 | -$46,169,633 | SCHG, SCHV, SCHD, SCHZ, SCHF | 13F-HR | 17 Jul 2023, 21:49 |
| Q1 2023 | 377 | $2,462,373,008 | +$195,089,068 | -$323,745,967 | -$128,656,899 | SCHG, SCHV, SCHD, SCHZ, SCHF | 13F-HR | 20 Apr 2023, 21:36 |
| Q4 2022 | 367 | $2,519,993,214 | +$220,166,346 | -$71,072,769 | +$149,093,577 | SCHG, SCHV, SCHD, FLRN, BSV | 13F-HR | 09 Feb 2023, 20:41 |
| Q3 2022 | 347 | $2,220,038,000 | +$123,592,151 | -$114,640,796 | +$8,951,355 | SCHG, SCHV, SCHD, FLRN, BSV | 13F-HR | 14 Oct 2022, 14:52 |
| Q2 2022 | 343 | $2,340,514,000 | +$281,434,318 | -$139,685,209 | +$141,749,109 | SCHG, SCHV, SCHD, FLRN, BSV | 13F-HR | 18 Jul 2022, 10:52 |
| Q1 2022 | 359 | $2,518,748,000 | +$602,531,793 | -$158,650,373 | +$443,881,420 | SCHG, SCHV, SCHD, FLRN, SCHZ | 13F-HR | 09 May 2022, 11:48 |
| Q4 2021 | 355 | $2,431,065,000 | +$150,118,539 | -$34,417,013 | +$115,701,526 | SCHG, SCHV, SCHD, SCHZ, FLRN | 13F-HR | 28 Jan 2022, 16:39 |
| Q3 2021 | 339 | $2,167,787,000 | +$75,091,712 | -$22,615,523 | +$52,476,189 | SCHG, SCHV, SCHD, SCHZ, FLRN | 13F-HR | 27 Oct 2021, 11:22 |
| Q2 2021 | 326 | $2,131,858,000 | +$130,664,066 | -$45,813,793 | +$84,850,273 | SCHG, SCHV, SCHD, SCHZ, FLRN | 13F-HR | 10 Aug 2021, 09:49 |
| Q1 2021 | 314 | $1,939,623,000 | +$146,674,557 | -$249,106,541 | -$102,431,984 | SCHG, SCHV, SCHD, SCHZ, FLRN | 13F-HR | 05 May 2021, 17:41 |
| Q4 2020 | 288 | $1,943,283,000 | +$40,844,107 | -$176,436,311 | -$135,592,204 | SCHG, SCHV, SCHD, SCHZ, FLRN | 13F-HR | 04 Feb 2021, 16:59 |
| Q3 2020 | 296 | $1,892,478,000 | +$136,871,234 | -$119,722,295 | +$17,148,939 | SCHG, SCHV, SCHD, SCHZ, FLRN | 13F-HR | 28 Oct 2020, 12:36 |
| Q2 2020 | 280 | $1,770,531,000 | +$204,957,632 | -$95,334,819 | +$109,622,813 | SCHG, SCHV, SCHD, SCHZ, FLRN | 13F-HR | 15 Jul 2020, 12:26 |
| Q1 2020 | 270 | $1,436,130,000 | +$80,705,280 | -$47,338,112 | +$33,367,168 | SCHG, SCHV, SCHD, SCHZ, FLRN | 13F-HR | 27 Apr 2020, 12:54 |
| Q4 2019 | 304 | $1,699,581,000 | +$31,016,906 | -$57,828,081 | -$26,811,175 | SCHV, SCHG, SCHD, SCHZ, FLRN | 13F-HR | 14 Jan 2020, 18:05 |
| Q3 2019 | 303 | $1,628,484,000 | +$162,988,983 | -$79,956,452 | +$83,032,531 | SCHV, SCHG, SCHD, SCHZ, FLRN | 13F-HR | 08 Nov 2019, 10:26 |
| Q2 2019 | 298 | $1,545,733,000 | +$123,456,223 | -$69,649,646 | +$53,806,577 | SCHG, SCHV, SCHD, SCHZ, FLRN | 13F-HR | 07 Aug 2019, 12:39 |
| Q1 2019 | 293 | $1,440,371,000 | +$240,023,942 | -$250,691,143 | -$10,667,201 | SCHG, SCHD, SCHV, SCHZ, FLRN | 13F-HR | 08 May 2019, 11:42 |
| Q4 2018 | 275 | $1,325,917,000 | +$305,279,467 | -$91,246,947 | +$214,032,520 | SCHG, SCHZ, SCHD, SCHV, FLRN | 13F-HR | 14 Feb 2019, 10:32 |
| Q3 2018 | 1,448 | $1,248,925,000 | +$78,150,405 | -$5,658,200 | +$72,492,205 | SCHG, SCHZ, SCHV, SCHD, FLRN | 13F-HR | 13 Nov 2018, 15:51 |
| Q2 2018 | 234 | $1,119,416,000 | +$104,044,804 | -$110,097,695 | -$6,052,891 | SCHG, SCHZ, SCHV, SCHD, FLRN | 13F-HR | 13 Aug 2018, 13:16 |
| Q1 2018 | 1,805 | $1,164,285,000 | +$97,062,716 | -$11,697,182 | +$85,365,534 | SCHG, SCHZ, SCHV, SCHD, FLRN | 13F-HR | 15 May 2018, 13:55 |
| Q4 2017 | 305 | $1,092,056,000 | +$10,921,332 | -$246,897,682 | -$235,976,350 | SCHG, SCHZ, SCHV, SCHD, FLRN | 13F-HR | 09 Feb 2018, 17:08 |
| Q3 2017 | 362 | $1,268,706,000 | +$64,266,024 | -$22,179,436 | +$42,086,588 | SCHG, SCHV, SCHZ, SCHD, FLRN | 13F-HR | 19 Oct 2017, 13:03 |
| Q2 2017 | 336 | $1,186,757,000 | +$120,653,396 | -$76,545,442 | +$44,107,954 | SCHG, SCHV, SCHZ, SCHD, FLRN | 13F-HR | 27 Jul 2017, 17:08 |
| Q1 2017 | 325 | $1,118,375,000 | +$182,603,678 | -$43,831,706 | +$138,771,972 | SCHG, SCHV, SCHD, SCHZ, MDYG | 13F-HR | 12 Apr 2017, 17:18 |
| Q4 2016 | 313 | $937,268,000 | $0 | $0 | $0 | SCHG, SCHV, SCHD, SCHZ, MDYG | 13F-HR | 09 Feb 2017, 16:11 |