SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 73,252 Value ($000) $2,169 Avg Close — Range —
Q3 2025
Shares 80,289 Value ($000) $2,337 Avg Close — Range —
Q2 2025
Shares 111 Value ($000) $3 Avg Close — Range —
Q1 2025
Shares 111 Value ($000) $3 Avg Close — Range —
Q4 2024
Shares 111 Value ($000) $3 Avg Close — Range —
Q2 2024
Shares 78 Value ($000) $6 Avg Close — Range —
Q1 2024
Shares 78 Value ($000) $6 Avg Close — Range —
Q4 2023
Shares 187 Value ($000) $13 Avg Close — Range —
Q3 2023
Shares 187 Value ($000) $12 Avg Close — Range —
Q2 2023
Shares 100 Value ($000) $7 Avg Close — Range —
Q1 2023
Shares 253 Value ($000) $17 Avg Close — Range —