SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Transamerica Financial Advisors, Inc.'s Holding History (CIK: 0001502149)

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

Q4 2025
Shares 55 Value ($000) $1 Avg Close — Range —
Q3 2025
Shares 55 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 21 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 21 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 21 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 10 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 268 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 268 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 13,846 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 1,601 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 13,525 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 37,731 Value ($000) $3 Avg Close — Range —
Q4 2022
Shares 37,909 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 30,222 Value ($000) $2,008 Avg Close — Range —
Q2 2022
Shares 32,917 Value ($000) $2,358 Avg Close — Range —
Q2 2019
Shares 185 Value ($000) $10 Avg Close — Range —