SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 1,481,053 Value ($000) $35,605 Avg Close — Range —
Q3 2025
Shares 1,432,169 Value ($000) $33,341 Avg Close — Range —
Q2 2025
Shares 1,271,836 Value ($000) $28,108 Avg Close — Range —
Q1 2025
Shares 1,249,611 Value ($000) $24,717 Avg Close — Range —
Q4 2024
Shares 1,173,170 Value ($000) $21,704 Avg Close — Range —
Q3 2024
Shares 571,495 Value ($000) $23,500 Avg Close — Range —
Q2 2024
Shares 553,244 Value ($000) $21,256 Avg Close — Range —
Q1 2024
Shares 533,493 Value ($000) $20,817 Avg Close — Range —
Q4 2023
Shares 509,139 Value ($000) $18,818 Avg Close — Range —
Q3 2023
Shares 498,524 Value ($000) $16,930 Avg Close — Range —
Q2 2023
Shares 467,578 Value ($000) $16,669 Avg Close — Range —
Q1 2023
Shares 434,224 Value ($000) $15,111 Avg Close — Range —
Q4 2022
Shares 396,197 Value ($000) $12,762 Avg Close — Range —
Q3 2022
Shares 388,681 Value ($000) $10,934 Avg Close — Range —
Q2 2022
Shares 394,273 Value ($000) $12,400 Avg Close — Range —
Q1 2022
Shares 366,908 Value ($000) $13,473 Avg Close — Range —
Q4 2021
Shares 370,896 Value ($000) $14,417 Avg Close — Range —
Q3 2021
Shares 334,477 Value ($000) $12,944 Avg Close — Range —
Q2 2021
Shares 313,745 Value ($000) $12,377 Avg Close — Range —
Q1 2021
Shares 315,323 Value ($000) $11,862 Avg Close — Range —
Q4 2020
Shares 288,262 Value ($000) $10,380 Avg Close — Range —
Q3 2020
Shares 264,730 Value ($000) $8,313 Avg Close — Range —
Q2 2020
Shares 259,635 Value ($000) $7,724 Avg Close — Range —
Q1 2020
Shares 256,481 Value ($000) $6,627 Avg Close — Range —
Q4 2019
Shares 366,455 Value ($000) $12,324 Avg Close — Range —
Q3 2019
Shares 374,266 Value ($000) $11,924 Avg Close — Range —
Q2 2019
Shares 376,774 Value ($000) $12,091 Avg Close — Range —
Q1 2019
Shares 377,076 Value ($000) $11,814 Avg Close — Range —
Q4 2018
Shares 386,103 Value ($000) $10,946 Avg Close — Range —