SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Evernest Financial Advisors, LLC's Holding History (CIK: 0002009530)

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

Q4 2025
Shares 20,241 Value ($000) $554 Avg Close — Range —
Q3 2025
Shares 25,801 Value ($000) $680 Avg Close — Range —
Q2 2025
Shares 25,760 Value ($000) $630 Avg Close — Range —
Q1 2025
Shares 25,716 Value ($000) $568 Avg Close — Range —
Q4 2024
Shares 25,671 Value ($000) $595 Avg Close — Range —
Q3 2024
Shares 8,770 Value ($000) $595 Avg Close — Range —
Q2 2024
Shares 8,740 Value ($000) $562 Avg Close — Range —
Q1 2024
Shares 8,740 Value ($000) $513 Avg Close — Range —
Q4 2023
Shares 14,012 Value ($000) $790 Avg Close — Range —
Q4 2021
Shares 8,719 Value ($000) $518 Avg Close — Range —