SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 358,677 Value ($000) $8,623 Avg Close — Range —
Q3 2025
Shares 274,750 Value ($000) $6,396 Avg Close — Range —
Q2 2025
Shares 280,304 Value ($000) $6,195 Avg Close — Range —
Q1 2025
Shares 247,187 Value ($000) $4,889 Avg Close — Range —
Q4 2024
Shares 30,931 Value ($000) $572 Avg Close — Range —
Q3 2024
Shares 8,986 Value ($000) $370 Avg Close — Range —