SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 360,345 Value ($000) $9,452 Avg Close — Range —
Q3 2025
Shares 365,907 Value ($000) $9,407 Avg Close — Range —
Q2 2025
Shares 421,032 Value ($000) $10,033 Avg Close — Range —
Q1 2025
Shares 237,448 Value ($000) $5,112 Avg Close — Range —
Q4 2024
Shares 95,993 Value ($000) $2,179 Avg Close — Range —
Q3 2024
Shares 22,240 Value ($000) $1,479 Avg Close — Range —
Q2 2024
Shares 6,486 Value ($000) $409 Avg Close — Range —