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Summit Financial Wealth Advisors, LLC
> SCHG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | SCHG | 11,511 | 5,505 | 862,749,000 | 862,377,000 | $74,949.96 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHG | 6,006 | 950 | 372,000 | -6,000 | $61.94 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHG | 5,056 | 2,871 | 378,000 | 23,000 | $74.76 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | SCHG | 2,185 | 540 | 355,000 | 111,000 | $162.47 |
| 09/30/2021 | SCHWAB STRATEGIC TRUST | SCHG | 1,645 | -120 | 244,000 | 17,000 | $148.33 |
| 03/31/2021 | SCHWAB STRATEGIC TRUST | SCHG | 1,765 | 1,765 | 227,000 | 227,000 | $128.61 |
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