SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 11,003 Value ($000) $359 Avg Close — Range —
Q3 2025
Shares 6,642 Value ($000) $212 Avg Close — Range —
Q1 2025
Shares 12,954 Value ($000) $324 Avg Close — Range —