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Avantax Planning Partners, Inc.

Q2 2026 Holdings

Filed 2026-07-28 | 454 holdings | $4.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Schwab Strategic TR(SCHZ)US AGGREGATE B808524839$184.5M7,975,3074.6%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$211.2M7,624,8245.3%
Schwab Strategic TR(SCHV)US LCAP VA ETF808524409$355.5M10,212,9108.8%
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$506.0M14,951,81712.6%
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