SCHWAB STRATEGIC TR

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

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

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

Q4 2025
Shares 22,220 Value ($000) $688 Avg Close — Range —
Q3 2025
Shares 22,173 Value ($000) $619 Avg Close — Range —
Q2 2025
Shares 16,673 Value ($000) $422 Avg Close — Range —
Q1 2025
Shares 16,107 Value ($000) $377 Avg Close — Range —
Q4 2024
Shares 16,082 Value ($000) $416 Avg Close — Range —
Q3 2024
Shares 11,044 Value ($000) $569 Avg Close — Range —
Q2 2024
Shares 7,996 Value ($000) $379 Avg Close — Range —
Q1 2024
Shares 8,074 Value ($000) $367 Avg Close — Range —
Q4 2023
Shares 13,047 Value ($000) $616 Avg Close — Range —
Q4 2021
Shares 8,041 Value ($000) $376 Avg Close — Range —