SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q4 2025
Shares 20,731 Value ($000) $679 Avg Close — Range —
Q3 2025
Shares 20,241 Value ($000) $675 Avg Close — Range —
Q2 2025
Shares 15,827 Value ($000) $477 Avg Close — Range —
Q2 2024
Shares 8,114 Value ($000) $216 Avg Close — Range —
Q1 2024
Shares 8,114 Value ($000) $205 Avg Close — Range —
Q4 2023
Shares 8,114 Value ($000) $201 Avg Close — Range —