SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Holding History (CIK: 0001109767)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 440,706 Value ($000) $11,859 Avg Close — Range —
Q3 2025
Shares 223,762 Value ($000) $5,894 Avg Close — Range —
Q2 2025
Shares 13,151 Value ($000) $321 Avg Close — Range —
Q1 2025
Shares 13,278 Value ($000) $293 Avg Close — Range —
Q4 2024
Shares 17,355 Value ($000) $402 Avg Close — Range —
Q3 2024
Shares 7,771 Value ($000) $527 Avg Close — Range —
Q2 2024
Shares 8,216 Value ($000) $528 Avg Close — Range —
Q1 2024
Shares 9,184 Value ($000) $570 Avg Close — Range —
Q4 2023
Shares 11,504 Value ($000) $649 Avg Close — Range —
Q3 2023
Shares 12,982 Value ($000) $657 Avg Close — Range —
Q2 2023
Shares 13,107 Value ($000) $686 Avg Close — Range —
Q1 2023
Shares 27,656 Value ($000) $1,338 Avg Close — Range —
Q4 2022
Shares 28,030 Value ($000) $1,266 Avg Close — Range —
Q3 2022
Shares 28,015 Value ($000) $1,186 Avg Close — Range —
Q2 2022
Shares 27,759 Value ($000) $1,240 Avg Close — Range —
Q1 2022
Shares 26,998 Value ($000) $1,454 Avg Close — Range —
Q4 2021
Shares 13,502 Value ($000) $1,537 Avg Close — Range —
Q3 2021
Shares 14,862 Value ($000) $1,546 Avg Close — Range —
Q2 2021
Shares 14,728 Value ($000) $1,531 Avg Close — Range —
Q1 2021
Shares 15,213 Value ($000) $1,461 Avg Close — Range —
Q4 2020
Shares 15,513 Value ($000) $1,411 Avg Close — Range —
Q3 2020
Shares 15,363 Value ($000) $1,239 Avg Close — Range —
Q2 2020
Shares 15,583 Value ($000) $1,155 Avg Close — Range —
Q1 2020
Shares 15,583 Value ($000) $954 Avg Close — Range —
Q4 2019
Shares 15,224 Value ($000) $1,169 Avg Close — Range —
Q3 2019
Shares 16,031 Value ($000) $1,162 Avg Close — Range —
Q2 2019
Shares 15,431 Value ($000) $1,083 Avg Close — Range —
Q1 2019
Shares 14,487 Value ($000) $979 Avg Close — Range —
Q4 2018
Shares 14,170 Value ($000) $846 Avg Close — Range —
Q3 2018
Shares 13,286 Value ($000) $924 Avg Close — Range —
Q2 2018
Shares 13,005 Value ($000) $845 Avg Close — Range —
Q1 2018
Shares 10,619 Value ($000) $670 Avg Close — Range —
Q4 2017
Shares 9,316 Value ($000) $594 Avg Close — Range —
Q3 2017
Shares 9,001 Value ($000) $540 Avg Close — Range —
Q2 2017
Shares 7,591 Value ($000) $448 Avg Close — Range —
Q1 2017
Shares 6,160 Value ($000) $347 Avg Close — Range —