SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 45,013 Value ($000) $1,282 Avg Close — Range —
Q3 2025
Shares 59,363 Value ($000) $1,656 Avg Close — Range —
Q2 2025
Shares 9,978 Value ($000) $252 Avg Close — Range —
Q1 2025
Shares 633 Value ($000) $15 Avg Close — Range —
Q4 2024
Shares 5,298 Value ($000) $137 Avg Close — Range —
Q3 2024
Shares 1,112 Value ($000) $57 Avg Close — Range —
Q2 2024
Shares 1,112 Value ($000) $57 Avg Close — Range —
Q1 2024
Shares 238 Value ($000) $11 Avg Close — Range —
Q4 2023
Shares 489 Value ($000) $23 Avg Close — Range —
Q3 2023
Shares 482 Value ($000) $20 Avg Close — Range —
Q2 2023
Shares 766 Value ($000) $34 Avg Close — Range —
Q1 2023
Shares 522 Value ($000) $22 Avg Close — Range —
Q4 2022
Shares 522 Value ($000) $21 Avg Close — Range —
Q3 2022
Shares 785 Value ($000) $30 Avg Close — Range —
Q2 2022
Shares 458 Value ($000) $18 Avg Close — Range —
Q1 2022
Shares 452 Value ($000) $21 Avg Close — Range —
Q4 2021
Shares 226 Value ($000) $23 Avg Close — Range —