Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX PLANNING PARTNERS INC | 02-09-2024 | 12-31-2023 | 372 | 2,624,534,824 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 1 | $409,131,080 | 4,931,667 | 0.02 | 0.02 | -340,643 | -6.46 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 2 | $292,341,577 | 4,170,351 | 0.01 | 0.01 | -76,961 | -1.81 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $271,458,967 | 3,565,729 | 0.01 | 0.01 | -56,428 | -1.56 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 4 | $139,631,386 | 2,995,096 | 0.01 | 0.01 | -214,666 | -6.69 | 12-31-2023 |
