SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 418,884 Value ($000) $11,490 Avg Close — Range —
Q3 2025
Shares 425,846 Value ($000) $11,626 Avg Close — Range —
Q2 2025
Shares 471,907 Value ($000) $12,506 Avg Close — Range —
Q1 2025
Shares 348,968 Value ($000) $9,757 Avg Close — Range —
Q4 2024
Shares 355,039 Value ($000) $9,700 Avg Close — Range —
Q3 2024
Shares 202,843 Value ($000) $17,146 Avg Close — Range —
Q2 2024
Shares 216,079 Value ($000) $16,802 Avg Close — Range —
Q1 2024
Shares 198,235 Value ($000) $15,984 Avg Close — Range —
Q4 2023
Shares 193,215 Value ($000) $14,709 Avg Close — Range —
Q3 2023
Shares 226,465 Value ($000) $16,025 Avg Close — Range —
Q2 2023
Shares 204,292 Value ($000) $14,836 Avg Close — Range —
Q1 2023
Shares 185,632 Value ($000) $13,581 Avg Close — Range —
Q4 2022
Shares 154,975 Value ($000) $11,707 Avg Close — Range —
Q3 2022
Shares 82,432 Value ($000) $5,476 Avg Close — Range —
Q2 2022
Shares 60,334 Value ($000) $4,322 Avg Close — Range —
Q1 2022
Shares 143,997 Value ($000) $11,360 Avg Close — Range —
Q4 2021
Shares 31,328 Value ($000) $2,532 Avg Close — Range —
Q3 2021
Shares 27,892 Value ($000) $2,071 Avg Close — Range —
Q2 2021
Shares 26,435 Value ($000) $1,999 Avg Close — Range —
Q1 2021
Shares 25,691 Value ($000) $1,873 Avg Close — Range —
Q4 2020
Shares 8,999 Value ($000) $577 Avg Close — Range —
Q3 2020
Shares 7,523 Value ($000) $416 Avg Close — Range —
Q2 2020
Shares 7,723 Value ($000) $400 Avg Close — Range —
Q1 2020
Shares 7,723 Value ($000) $347 Avg Close — Range —
Q4 2019
Shares 4,193 Value ($000) $243 Avg Close — Range —