SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Evergreen Advisors, LLC's Holding History (CIK: 0001762294)

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

Q4 2025
Shares 6,167,435 Value ($000) $161,772 Avg Close — Range —
Q2 2025
Shares 6,170,240 Value ($000) $147,037 Avg Close — Range —
Q1 2025
Shares 6,274,467 Value ($000) $135,089 Avg Close — Range —
Q4 2024
Shares 6,366,873 Value ($000) $144,528 Avg Close — Range —
Q3 2024
Shares 2,206,318 Value ($000) $146,764 Avg Close — Range —
Q2 2024
Shares 2,182,804 Value ($000) $137,233 Avg Close — Range —
Q1 2024
Shares 2,161,447 Value ($000) $131,956 Avg Close — Range —
Q4 2023
Shares 2,206,888 Value ($000) $122,857 Avg Close — Range —
Q3 2023
Shares 2,185,199 Value ($000) $108,932 Avg Close — Range —
Q2 2023
Shares 2,139,969 Value ($000) $110,636 Avg Close — Range —
Q1 2023
Shares 2,128,850 Value ($000) $101,865 Avg Close — Range —
Q4 2022
Shares 2,080,252 Value ($000) $93,216 Avg Close — Range —
Q3 2022
Shares 2,097,918 Value ($000) $88,092 Avg Close — Range —
Q2 2022
Shares 2,039,533 Value ($000) $90,127 Avg Close — Range —
Q1 2022
Shares 2,025,145 Value ($000) $108,122 Avg Close — Range —
Q4 2021
Shares 988,458 Value ($000) $111,706 Avg Close — Range —
Q3 2021
Shares 991,618 Value ($000) $102,989 Avg Close — Range —
Q2 2021
Shares 963,196 Value ($000) $93,151 Avg Close — Range —
Q1 2021
Shares 963,196 Value ($000) $93,151 Avg Close — Range —
Q4 2020
Shares 923,826 Value ($000) $84,059 Avg Close — Range —
Q3 2020
Shares 978,722 Value ($000) $77,945 Avg Close — Range —
Q2 2020
Shares 981,691 Value ($000) $72,125 Avg Close — Range —
Q1 2020
Shares 966,949 Value ($000) $58,433 Avg Close — Range —
Q4 2019
Shares 1,139,628 Value ($000) $87,615 Avg Close — Range —
Q3 2019
Shares 1,129,226 Value ($000) $80,198 Avg Close — Range —
Q2 2019
Shares 1,099,060 Value ($000) $77,517 Avg Close — Range —
Q1 2019
Shares 1,075,451 Value ($000) $73,184 Avg Close — Range —
Q4 2018
Shares 1,036,647 Value ($000) $62,126 Avg Close — Range —