SCHWAB STRATEGIC TR

Ticker: FNDA CUSIP: 808524763 Class: ETF

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

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

Q3 2025
Shares 11,058 Value ($000) $345 Avg Close — Range —
Q2 2025
Shares 11,058 Value ($000) $317 Avg Close — Range —
Q4 2024
Shares 1,130 Value ($000) $34 Avg Close — Range —
Q3 2024
Shares 565 Value ($000) $34 Avg Close — Range —
Q2 2024
Shares 565 Value ($000) $34 Avg Close — Range —
Q1 2024
Shares 97 Value ($000) $5 Avg Close — Range —
Q4 2023
Shares 244 Value ($000) $14 Avg Close — Range —
Q3 2023
Shares 97 Value ($000) $5 Avg Close — Range —