SNBOSD

Security National Bank of So Dak’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$343K	Hold	12,930	–	–	0.19%	88
2025 Q1	$362K	Sell	12,930 -67	-0.5%	-$1.87K	0.2%	88
2024 Q4	$355K	Buy	12,997 +8,568	+193%	+$234K	0.2%	85
2024 Q3	$374K	Hold	4,429	–	–	0.21%	81
2024 Q2	$344K	Hold	4,429	–	–	0.21%	80
2024 Q1	$357K	Hold	4,429	–	–	0.21%	79
2023 Q4	$337K	Hold	4,429	–	–	0.22%	79
2023 Q3	$313K	Hold	4,429	–	–	0.23%	82
2023 Q2	$322K	Buy	+4,429	New	+$322K	0.23%	82
2022 Q4	$315K	Hold	4,171	–	–	0.23%	80
2022 Q3	$277K	Hold	4,171	–	–	0.25%	78
2022 Q2	$299K	Hold	4,171	–	–	0.25%	78
2022 Q1	$329K	Hold	4,171	–	–	0.23%	79
2021 Q4	$337K	Hold	4,171	–	–	0.23%	79
2021 Q3	$310K	Buy	4,171 +1,131	+37%	+$84.1K	0.24%	80
2021 Q2	$230K	Sell	3,040 -2,191	-42%	-$166K	0.18%	87
2021 Q1	$381K	Hold	5,231	–	–	0.32%	69
2020 Q4	$336K	Hold	5,231	–	–	0.3%	69
2020 Q3	$289K	Hold	5,231	–	–	0.29%	67
2020 Q2	$271K	Buy	+5,231	New	+$271K	0.31%	63
2020 Q1	–	Sell	-4,089	Closed	-$237K	–	79
2019 Q4	$237K	Hold	4,089	–	–	0.24%	74
2019 Q3	$224K	Buy	+4,089	New	+$224K	0.26%	73