SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q4 2025
Shares 612,874 Value ($000) $15,371 Avg Close — Range —
Q3 2025
Shares 606,155 Value ($000) $15,233 Avg Close — Range —
Q2 2025
Shares 612,910 Value ($000) $15,341 Avg Close — Range —
Q1 2025
Shares 584,327 Value ($000) $14,526 Avg Close — Range —
Q4 2024
Shares 326,363 Value ($000) $7,927 Avg Close — Range —
Q3 2024
Shares 152,209 Value ($000) $7,702 Avg Close — Range —