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Avantax Planning Partners, Inc.: SCHV position timeline

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

Avantax Planning Partners, Inc. held 10,212,910 SCHV 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 10,212,910 shares
    Change vs previous 13F -4,576 shares

    8.85% of the 13F portfolio, value $355,511,403.

    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 10,217,486 shares
    Change vs previous 13F +29,579 shares

    8.56% of the 13F portfolio, value $311,633,326.

    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 10,187,907 shares
    Change vs previous 13F +108,122 shares

    8.44% of the 13F portfolio, value $301,663,932.

    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 10,079,785 shares
    Change vs previous 13F +133,585 shares

    8.41% of the 13F portfolio, value $293,422,538.

    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 9,946,200 shares
    Change vs previous 13F -81,080 shares

    8.73% of the 13F portfolio, value $275,211,343.

    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 10,027,280 shares
    Change vs previous 13F +99,438 shares

    9.44% of the 13F portfolio, value $266,525,111.

    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 9,927,842 shares
    Change vs previous 13F +6,621,242 shares

    9.33% of the 13F portfolio, value $258,818,854.

    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 3,306,600 shares
    Change vs previous 13F not available

    9.53% of the 13F portfolio, value $265,751,406.

    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).