SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

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

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

Q4 2025
Shares 648 Value ($000) $15 Avg Close — Range —
Q3 2025
Shares 754 Value ($000) $17 Avg Close — Range —
Q1 2024
Shares 122 Value ($000) $5 Avg Close — Range —
Q4 2023
Shares 254 Value ($000) $11 Avg Close — Range —
Q3 2023
Shares 207 Value ($000) $9 Avg Close — Range —