News + Filings Holdings
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Summit Financial Wealth Advisors, LLC
> SCHE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | SCHE | 0 | -346,302 | 0 | -8,630,000 | |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHE | 346,302 | -114,193 | 8,630,000 | -4,158,000 | $24.92 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHE | 460,495 | 11,824 | 12,788,000 | -533,000 | $27.77 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | SCHE | 448,671 | 8,883 | 13,321,000 | -84,000 | $29.69 |
| 09/30/2021 | SCHWAB STRATEGIC TRUST | SCHE | 439,788 | 439,788 | 13,405,000 | 13,405,000 | $30.48 |
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