SCHWAB STRATEGIC TR

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

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

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

Q4 2025
Shares 20,834 Value ($000) $683 Avg Close — Range —
Q3 2025
Shares 20,756 Value ($000) $615 Avg Close — Range —
Q2 2025
Shares 20,681 Value ($000) $580 Avg Close — Range —
Q1 2025
Shares 17,620 Value ($000) $462 Avg Close — Range —
Q4 2024
Shares 17,568 Value ($000) $487 Avg Close — Range —
Q3 2024
Shares 5,832 Value ($000) $485 Avg Close — Range —
Q2 2024
Shares 5,791 Value ($000) $451 Avg Close — Range —
Q1 2024
Shares 5,791 Value ($000) $438 Avg Close — Range —
Q4 2023
Shares 11,517 Value ($000) $867 Avg Close — Range —
Q4 2021
Shares 5,772 Value ($000) $438 Avg Close — Range —