SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q2 2020
Shares 139,465 Value ($000) $7,339 Avg Close — Range —
Q1 2020
Shares 143,207 Value ($000) $6,038 Avg Close — Range —
Q4 2019
Shares 167,080 Value ($000) $10,050 Avg Close — Range —
Q3 2019
Shares 164,787 Value ($000) $9,317 Avg Close — Range —
Q2 2019
Shares 160,895 Value ($000) $9,185 Avg Close — Range —
Q1 2019
Shares 161,722 Value ($000) $8,961 Avg Close — Range —
Q4 2018
Shares 162,126 Value ($000) $7,771 Avg Close — Range —