SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 52,427 Value ($000) $1,260 Avg Close — Range —
Q3 2025
Shares 40,336 Value ($000) $939 Avg Close — Range —
Q2 2025
Shares 34,432 Value ($000) $761 Avg Close — Range —
Q1 2025
Shares 28,251 Value ($000) $559 Avg Close — Range —
Q4 2024
Shares 28,251 Value ($000) $523 Avg Close — Range —
Q3 2024
Shares 13,910 Value ($000) $572 Avg Close — Range —
Q2 2024
Shares 13,820 Value ($000) $531 Avg Close — Range —
Q1 2024
Shares 14,356 Value ($000) $560 Avg Close — Range —
Q4 2023
Shares 9,807 Value ($000) $362 Avg Close — Range —
Q3 2023
Shares 9,619 Value ($000) $327 Avg Close — Range —
Q2 2023
Shares 9,786 Value ($000) $349 Avg Close — Range —
Q1 2023
Shares 9,681 Value ($000) $337 Avg Close — Range —
Q4 2022
Shares 9,681 Value ($000) $312 Avg Close — Range —
Q3 2022
Shares 9,836 Value ($000) $277 Avg Close — Range —
Q2 2022
Shares 10,746 Value ($000) $338 Avg Close — Range —
Q1 2022
Shares 9,428 Value ($000) $346 Avg Close — Range —