SCHWAB STRATEGIC TR

Ticker: FNDE CUSIP: 808524730 Class: FUNDAMENTAL EMER

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

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

Q4 2025
Shares 528 Value ($000) $19 Avg Close — Range —
Q3 2025
Shares 528 Value ($000) $19 Avg Close — Range —
Q2 2025
Shares 528 Value ($000) $17 Avg Close — Range —
Q1 2025
Shares 528 Value ($000) $16 Avg Close — Range —
Q4 2024
Shares 229 Value ($000) $7 Avg Close — Range —
Q4 2023
Shares 329 Value ($000) $9 Avg Close — Range —
Q3 2023
Shares 181 Value ($000) $5 Avg Close — Range —
Q2 2023
Shares 65 Value ($000) $2 Avg Close — Range —