SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q4 2025
Shares 29,753 Value ($000) $974 Avg Close Range
Q3 2025
Shares 32,005 Value ($000) $1,068 Avg Close Range
Q2 2025
Shares 539 Value ($000) $16 Avg Close Range
Q1 2025
Shares 38 Value ($000) $1 Avg Close Range
Q4 2024
Shares 38 Value ($000) $1 Avg Close Range
Q3 2024
Shares 150 Value ($000) $4 Avg Close Range
Q2 2024
Shares 150 Value ($000) $4 Avg Close Range
Q1 2024
Shares 150 Value ($000) $4 Avg Close Range
Q4 2023
Shares 1,086 Value ($000) $27 Avg Close Range
Q3 2023
Shares 1,077 Value ($000) $26 Avg Close Range
Q2 2023
Shares 173 Value ($000) $4 Avg Close Range
Q1 2023
Shares 413 Value ($000) $10 Avg Close Range
Q4 2022
Shares 173 Value ($000) $4 Avg Close Range
Q3 2022
Shares 23 Value ($000) $1 Avg Close Range
Q2 2022
Shares 23 Value ($000) $1 Avg Close Range
Q1 2022
Shares 23 Value ($000) $1 Avg Close Range
Q4 2021
Shares 67 Value ($000) $2 Avg Close Range