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Avantax Planning Partners, Inc.: SCHG position timeline

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

Avantax Planning Partners, Inc. held 14,951,817 SCHG 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 14,951,817 shares
    Change vs previous 13F -79,710 shares

    12.59% of the 13F portfolio, value $505,969,479.

    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 15,031,527 shares
    Change vs previous 13F +140,994 shares

    12.02% of the 13F portfolio, value $437,868,394.

    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 14,890,533 shares
    Change vs previous 13F -123,778 shares

    13.59% of the 13F portfolio, value $485,729,192.

    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 15,014,311 shares
    Change vs previous 13F -191,664 shares

    13.74% of the 13F portfolio, value $479,106,663.

    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 15,205,975 shares
    Change vs previous 13F +318,708 shares

    14.09% of the 13F portfolio, value $444,166,517.

    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 14,887,267 shares
    Change vs previous 13F -484,114 shares

    13.2% of the 13F portfolio, value $372,777,158.

    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 15,371,381 shares
    Change vs previous 13F +11,468,549 shares

    15.44% of the 13F portfolio, value $428,400,384.

    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 3,902,832 shares
    Change vs previous 13F not available

    14.58% of the 13F portfolio, value $406,597,020.

    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).