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Avantax Planning Partners, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 5,394,015 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,394,015 shares
    Change vs previous 13F -113,542 shares

    4.26% of the 13F portfolio, value $171,044,205.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,507,557 shares
    Change vs previous 13F -4,598,666 shares

    4.64% of the 13F portfolio, value $168,971,841.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,106,223 shares
    Change vs previous 13F +366,548 shares

    7.75% of the 13F portfolio, value $277,213,693.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,739,675 shares
    Change vs previous 13F +280,277 shares

    7.62% of the 13F portfolio, value $265,893,130.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,459,398 shares
    Change vs previous 13F -175,375 shares

    7.95% of the 13F portfolio, value $250,674,044.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,634,773 shares
    Change vs previous 13F +253,790 shares

    9.54% of the 13F portfolio, value $269,388,247.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,380,983 shares
    Change vs previous 13F +6,274,985 shares

    9.24% of the 13F portfolio, value $256,288,463.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,105,998 shares
    Change vs previous 13F not available

    9.42% of the 13F portfolio, value $262,549,982.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).