SCHWAB STRATEGIC TR

Ticker: SCHJ CUSIP: 808524714 Class: 1 5YR CORP BD

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

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

Q4 2025
Shares 223,951 Value ($000) $5,576 Avg Close — Range —
Q3 2025
Shares 216,246 Value ($000) $5,393 Avg Close — Range —