SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q4 2025
Shares 125,284 Value ($000) $4,103 Avg Close — Range —
Q3 2025
Shares 118,789 Value ($000) $3,964 Avg Close — Range —
Q2 2025
Shares 117,451 Value ($000) $3,540 Avg Close — Range —
Q1 2025
Shares 122,782 Value ($000) $3,385 Avg Close — Range —
Q4 2024
Shares 216,134 Value ($000) $5,756 Avg Close — Range —
Q3 2024
Shares 211,280 Value ($000) $6,165 Avg Close — Range —
Q2 2024
Shares 209,536 Value ($000) $5,565 Avg Close — Range —
Q1 2024
Shares 208,148 Value ($000) $5,256 Avg Close — Range —
Q4 2023
Shares 193,070 Value ($000) $4,786 Avg Close — Range —
Q3 2023
Shares 187,003 Value ($000) $4,477 Avg Close — Range —
Q2 2023
Shares 183,245 Value ($000) $4,513 Avg Close — Range —
Q1 2023
Shares 170,416 Value ($000) $4,179 Avg Close — Range —
Q4 2022
Shares 164,728 Value ($000) $3,899 Avg Close — Range —
Q3 2022
Shares 165,557 Value ($000) $3,708 Avg Close — Range —
Q2 2022
Shares 160,243 Value ($000) $4,067 Avg Close — Range —
Q1 2022
Shares 159,069 Value ($000) $4,417 Avg Close — Range —
Q4 2021
Shares 140,954 Value ($000) $4,175 Avg Close — Range —
Q3 2021
Shares 141,927 Value ($000) $4,326 Avg Close — Range —
Q2 2021
Shares 141,263 Value ($000) $4,645 Avg Close — Range —
Q1 2021
Shares 31,180 Value ($000) $991 Avg Close — Range —
Q4 2020
Shares 29,915 Value ($000) $917 Avg Close — Range —
Q3 2020
Shares 31,210 Value ($000) $835 Avg Close — Range —
Q2 2020
Shares 29,261 Value ($000) $713 Avg Close — Range —
Q1 2020
Shares 31,013 Value ($000) $642 Avg Close — Range —
Q4 2019
Shares 28,153 Value ($000) $771 Avg Close — Range —
Q3 2019
Shares 25,637 Value ($000) $679 Avg Close — Range —