SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025
Shares 2,283 Value ($000) $228 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 2,338 Value ($000) $216 Avg Close $94.54 Range $89.44 - $99.14