SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Summit Investment Advisory Services, LLC's Holding History (CIK: 0001914395)

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

Q4 2025
Shares 11,280 Value ($000) $304 Avg Close Range
Q3 2025
Shares 11,280 Value ($000) $297 Avg Close Range
Q2 2025
Shares 11,280 Value ($000) $276 Avg Close Range
Q1 2025
Shares 11,280 Value ($000) $249 Avg Close Range
Q4 2024
Shares 15,111 Value ($000) $350 Avg Close Range
Q3 2024
Shares 5,037 Value ($000) $342 Avg Close Range
Q1 2024
Shares 3,760 Value ($000) $233 Avg Close Range
Q4 2023
Shares 3,760 Value ($000) $212 Avg Close Range