SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 6,607 Value ($000) $301 Avg Close — Range —
Q3 2025
Shares 8,068 Value ($000) $367 Avg Close — Range —
Q2 2025
Shares 8,517 Value ($000) $363 Avg Close — Range —
Q1 2025
Shares 9,130 Value ($000) $328 Avg Close — Range —
Q4 2024
Shares 10,276 Value ($000) $353 Avg Close — Range —
Q3 2024
Shares 9,992 Value ($000) $385 Avg Close — Range —
Q2 2024
Shares 11,172 Value ($000) $398 Avg Close — Range —
Q1 2024
Shares 11,718 Value ($000) $420 Avg Close — Range —
Q4 2023
Shares 11,854 Value ($000) $414 Avg Close — Range —
Q3 2023
Shares 12,507 Value ($000) $403 Avg Close — Range —
Q2 2023
Shares 12,691 Value ($000) $429 Avg Close — Range —
Q1 2023
Shares 12,582 Value ($000) $424 Avg Close — Range —
Q4 2022
Shares 13,327 Value ($000) $419 Avg Close — Range —
Q3 2022
Shares 15,278 Value ($000) $424 Avg Close — Range —
Q2 2022
Shares 16,913 Value ($000) $528 Avg Close — Range —
Q1 2022
Shares 16,489 Value ($000) $626 Avg Close — Range —
Q4 2021
Shares 17,426 Value ($000) $713 Avg Close — Range —
Q3 2021
Shares 17,699 Value ($000) $735 Avg Close — Range —
Q2 2021
Shares 18,557 Value ($000) $772 Avg Close — Range —
Q1 2021
Shares 29,150 Value ($000) $1,149 Avg Close — Range —
Q4 2020
Shares 38,577 Value ($000) $1,452 Avg Close — Range —
Q3 2020
Shares 38,357 Value ($000) $1,248 Avg Close — Range —
Q2 2020
Shares 38,419 Value ($000) $1,136 Avg Close — Range —
Q1 2020
Shares 36,709 Value ($000) $896 Avg Close — Range —
Q4 2019
Shares 34,081 Value ($000) $1,181 Avg Close — Range —
Q3 2019
Shares 34,207 Value ($000) $1,088 Avg Close — Range —
Q2 2019
Shares 33,431 Value ($000) $1,091 Avg Close — Range —
Q1 2019
Shares 32,566 Value ($000) $1,050 Avg Close — Range —
Q4 2018
Shares 31,733 Value ($000) $923 Avg Close — Range —
Q3 2018
Shares 30,492 Value ($000) $1,087 Avg Close — Range —
Q2 2018
Shares 30,733 Value ($000) $1,109 Avg Close — Range —
Q1 2018
Shares 30,696 Value ($000) $1,121 Avg Close — Range —
Q4 2017
Shares 31,399 Value ($000) $1,150 Avg Close — Range —
Q3 2017
Shares 31,109 Value ($000) $1,114 Avg Close — Range —
Q2 2017
Shares 30,402 Value ($000) $1,022 Avg Close — Range —
Q1 2017
Shares 30,159 Value ($000) $945 Avg Close — Range —
Q4 2016
Shares 28,170 Value ($000) $820 Avg Close — Range —
Q3 2016
Shares 27,702 Value ($000) $855 Avg Close — Range —
Q2 2016
Shares 28,304 Value ($000) $815 Avg Close — Range —
Q1 2016
Shares 28,696 Value ($000) $831 Avg Close — Range —
Q4 2015
Shares 29,933 Value ($000) $863 Avg Close — Range —
Q3 2015
Shares 30,864 Value ($000) $881 Avg Close — Range —
Q2 2015
Shares 30,186 Value ($000) $945 Avg Close — Range —
Q1 2015
Shares 28,962 Value ($000) $873 Avg Close — Range —
Q4 2014
Shares 26,945 Value ($000) $777 Avg Close — Range —