SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

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

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

Q2 2020
Shares 51,745 Value ($000) $1,822 Avg Close — Range —
Q1 2020
Shares 46,939 Value ($000) $1,537 Avg Close — Range —
Q4 2019
Shares 39,470 Value ($000) $1,814 Avg Close — Range —
Q3 2019
Shares 39,446 Value ($000) $1,861 Avg Close — Range —
Q2 2019
Shares 39,350 Value ($000) $1,749 Avg Close — Range —
Q1 2019
Shares 39,228 Value ($000) $1,743 Avg Close — Range —
Q4 2018
Shares 45,017 Value ($000) $1,734 Avg Close — Range —