SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 8,456 Value ($000) $276 Avg Close — Range —
Q3 2025
Shares 8,456 Value ($000) $270 Avg Close — Range —
Q2 2025
Shares 8,456 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 8,456 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 8,456 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 2,114 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 2,114 Value ($000) $0 Avg Close — Range —