SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 47,798 Value ($000) $1,254 Avg Close — Range —
Q3 2025
Shares 50,881 Value ($000) $1,308 Avg Close — Range —
Q2 2025
Shares 7,005 Value ($000) $167 Avg Close — Range —
Q1 2025
Shares 7,005 Value ($000) $151 Avg Close — Range —
Q4 2024
Shares 7,005 Value ($000) $159 Avg Close — Range —
Q3 2024
Shares 2,310 Value ($000) $154 Avg Close — Range —
Q2 2024
Shares 2,310 Value ($000) $148 Avg Close — Range —
Q1 2024
Shares 558 Value ($000) $33 Avg Close — Range —
Q4 2023
Shares 614 Value ($000) $34 Avg Close — Range —
Q3 2023
Shares 558 Value ($000) $28 Avg Close — Range —
Q2 2023
Shares 3,422 Value ($000) $177 Avg Close — Range —
Q1 2023
Shares 1,022 Value ($000) $49 Avg Close — Range —
Q4 2022
Shares 1,070 Value ($000) $48 Avg Close — Range —
Q3 2022
Shares 190 Value ($000) $8 Avg Close — Range —
Q2 2022
Shares 206 Value ($000) $9 Avg Close — Range —
Q1 2022
Shares 202 Value ($000) $11 Avg Close — Range —
Q4 2021
Shares 105 Value ($000) $12 Avg Close — Range —