SCHWAB STRATEGIC TR

Ticker: SMBS CUSIP: 808524615 Class: ETF

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 106,922 Value ($000) $2,745 Avg Close — Range —
Q3 2025
Shares 106,267 Value ($000) $2,732 Avg Close — Range —