SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 129,852 Value ($000) $3,562 Avg Close — Range —
Q3 2025
Shares 156,667 Value ($000) $4,277 Avg Close — Range —
Q2 2025
Shares 134,251 Value ($000) $3,558 Avg Close — Range —
Q1 2025
Shares 121,345 Value ($000) $3,393 Avg Close — Range —
Q4 2024
Shares 126,153 Value ($000) $3,446 Avg Close — Range —
Q3 2024
Shares 59,897 Value ($000) $5,063 Avg Close — Range —
Q2 2024
Shares 58,045 Value ($000) $4,793 Avg Close — Range —
Q1 2024
Shares 55,336 Value ($000) $4,260 Avg Close — Range —
Q4 2023
Shares 47,217 Value ($000) $3,595 Avg Close — Range —
Q3 2023
Shares 50,548 Value ($000) $3,577 Avg Close — Range —
Q2 2023
Shares 55,431 Value ($000) $4,025 Avg Close — Range —
Q1 2023
Shares 56,249 Value ($000) $4,115 Avg Close — Range —
Q4 2022
Shares 52,356 Value ($000) $3,955 Avg Close — Range —
Q3 2022
Shares 53,617 Value ($000) $3,562 Avg Close — Range —
Q2 2022
Shares 63,323 Value ($000) $4,536 Avg Close — Range —
Q1 2022
Shares 45,317 Value ($000) $3,575 Avg Close — Range —
Q4 2021
Shares 37,288 Value ($000) $3,014 Avg Close — Range —