SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 9,965 Value ($000) $268 Avg Close — Range —
Q3 2025
Shares 9,780 Value ($000) $259 Avg Close — Range —
Q2 2025
Shares 9,465 Value ($000) $231 Avg Close — Range —
Q2 2019
Shares 3,879 Value ($000) $272 Avg Close — Range —
Q1 2019
Shares 3,879 Value ($000) $266 Avg Close — Range —
Q4 2018
Shares 4,059 Value ($000) $242 Avg Close — Range —
Q3 2018
Shares 3,947 Value ($000) $258 Avg Close — Range —
Q2 2018
Shares 3,410 Value ($000) $215 Avg Close — Range —
Q1 2018
Shares 3,410 Value ($000) $215 Avg Close — Range —