SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025
Shares 69,922 Value ($000) $1,991 Avg Close — Range —
Q3 2025
Shares 65,960 Value ($000) $1,843 Avg Close — Range —
Q2 2025
Shares 62,240 Value ($000) $1,575 Avg Close — Range —
Q1 2025
Shares 59,781 Value ($000) $1,401 Avg Close — Range —
Q4 2024
Shares 55,587 Value ($000) $1,467 Avg Close — Range —
Q3 2024
Shares 14,726 Value ($000) $758 Avg Close — Range —
Q2 2024
Shares 6,461 Value ($000) $307 Avg Close — Range —
Q1 2024
Shares 4,732 Value ($000) $233 Avg Close — Range —