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Avantax Planning Partners, Inc.: SCHF position timeline

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

Avantax Planning Partners, Inc. held 7,624,824 SCHF 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 7,624,824 shares
    Change vs previous 13F +307,767 shares

    5.26% of the 13F portfolio, value $211,207,619.

    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 7,317,057 shares
    Change vs previous 13F +118,781 shares

    4.97% of the 13F portfolio, value $181,097,171.

    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 7,198,276 shares
    Change vs previous 13F +521,172 shares

    4.84% of the 13F portfolio, value $173,046,559.

    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 6,677,104 shares
    Change vs previous 13F +397,941 shares

    4.46% of the 13F portfolio, value $155,442,973.

    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 6,279,163 shares
    Change vs previous 13F -161,228 shares

    4.4% of the 13F portfolio, value $138,769,494.

    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 6,440,391 shares
    Change vs previous 13F +479,886 shares

    4.51% of the 13F portfolio, value $127,390,931.

    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 5,960,505 shares
    Change vs previous 13F +3,187,361 shares

    3.98% of the 13F portfolio, value $110,269,340.

    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 2,773,144 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $114,031,672.

    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).