SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 66,135 Value ($000) $1,780 Avg Close — Range —
Q3 2025
Shares 74,491 Value ($000) $1,962 Avg Close — Range —
Q2 2025
Shares 27,801 Value ($000) $679 Avg Close — Range —
Q1 2025
Shares 29,201 Value ($000) $645 Avg Close — Range —
Q4 2024
Shares 38,211 Value ($000) $886 Avg Close — Range —
Q3 2024
Shares 12,017 Value ($000) $815 Avg Close — Range —
Q2 2024
Shares 11,296 Value ($000) $736 Avg Close — Range —
Q1 2024
Shares 10,304 Value ($000) $613 Avg Close — Range —
Q4 2023
Shares 3,003 Value ($000) $169 Avg Close — Range —
Q3 2023
Shares 2,988 Value ($000) $151 Avg Close — Range —
Q2 2023
Shares 2,560 Value ($000) $134 Avg Close — Range —
Q1 2023
Shares 1,748 Value ($000) $85 Avg Close — Range —
Q4 2022
Shares 1,748 Value ($000) $79 Avg Close — Range —
Q3 2022
Shares 1,748 Value ($000) $74 Avg Close — Range —
Q2 2022
Shares 46 Value ($000) $2 Avg Close — Range —
Q1 2022
Shares 46 Value ($000) $2 Avg Close — Range —
Q4 2021
Shares 9 Value ($000) $1 Avg Close — Range —