SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q1 2025
Shares 11,218 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 11,402 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 5,701 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 5,998 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 8,776 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 457,703 Value ($000) $0 Avg Close — Range —