SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Nabity-Jensen Investment Management Inc's Holding History (CIK: 0002044851)

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

Q4 2025
Shares 104,369 Value ($000) $2,863 Avg Close — Range —
Q3 2025
Shares 121,223 Value ($000) $3,309 Avg Close — Range —
Q2 2025
Shares 124,812 Value ($000) $3,308 Avg Close — Range —
Q1 2025
Shares 132,511 Value ($000) $3,705 Avg Close — Range —
Q4 2024
Shares 145,509 Value ($000) $3,975 Avg Close — Range —
Q3 2024
Shares 48,453 Value ($000) $4,096 Avg Close — Range —
Q2 2024
Shares 54,959 Value ($000) $4,274 Avg Close — Range —
Q1 2024
Shares 54,870 Value ($000) $4,424 Avg Close — Range —
Q4 2023
Shares 54,636 Value ($000) $4,159 Avg Close — Range —