SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 13,249 Value ($000) $398 Avg Close — Range —
Q3 2025
Shares 14,260 Value ($000) $423 Avg Close — Range —
Q2 2025
Shares 1,029 Value ($000) $29 Avg Close — Range —
Q1 2025
Shares 1,029 Value ($000) $27 Avg Close — Range —
Q4 2024
Shares 1,029 Value ($000) $29 Avg Close — Range —
Q3 2024
Shares 343 Value ($000) $29 Avg Close — Range —
Q2 2024
Shares 343 Value ($000) $28 Avg Close — Range —
Q1 2024
Shares 343 Value ($000) $26 Avg Close — Range —
Q4 2023
Shares 195 Value ($000) $15 Avg Close — Range —
Q3 2023
Shares 195 Value ($000) $13 Avg Close — Range —
Q2 2023
Shares 195 Value ($000) $14 Avg Close — Range —
Q1 2023
Shares 195 Value ($000) $13 Avg Close — Range —
Q4 2022
Shares 195 Value ($000) $13 Avg Close — Range —