SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q4 2025
Shares 50,230 Value ($000) $1,224 Avg Close — Range —
Q3 2025
Shares 26,826 Value ($000) $655 Avg Close — Range —