SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Summit Financial Consulting LLC's Holding History (CIK: 0002065794)

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

Q4 2025
Shares 273,802 Value ($000) $7,368 Avg Close — Range —
Q3 2025
Shares 251,254 Value ($000) $6,618 Avg Close — Range —
Q1 2025
Shares 251,227 Value ($000) $5,547 Avg Close — Range —