SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q4 2025
Shares 173,562 Value ($000) $4,230 Avg Close — Range —
Q3 2025
Shares 135,582 Value ($000) $3,308 Avg Close — Range —