Avantax Planning Partners, Inc.
CIK Number: 0001005441
2.77B
Market Value
423
# of Holdings
17 months
Avg. Holding Period
35.02%
Win Rate
10.70%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab U.S. Lar... | 23.69 | -0.5% | 15.37M | +293.85% | 428.4M | 8.6 | 15.44% |
| 2 | SCHV | Schwab U.S. Lar... | 24.98 | +1.07% | 9.93M | +200.24% | 258.82M | 18.29 | 9.33% |
| 3 | SCHD | Schwab U.S. Div... | 25.41 | +1.13% | 9.38M | +202.03% | 256.29M | 18.57 | 9.24% |
| 4 | SCHZ | Schwab U.S. Agg... | 22.93 | -0.13% | 6.51M | +107.68% | 147.8M | 24.48 | 5.33% |
| 5 | SCHF | Schwab Internat... | 19.70 | +0.95% | 5.96M | +114.94% | 110.27M | 17.49 | 3.98% |
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