SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 47,598 Value ($000) $1,144 Avg Close — Range —
Q3 2025
Shares 57,186 Value ($000) $1,331 Avg Close — Range —
Q2 2025
Shares 6,180 Value ($000) $137 Avg Close — Range —
Q1 2025
Shares 5,735 Value ($000) $113 Avg Close — Range —
Q4 2024
Shares 4,854 Value ($000) $90 Avg Close — Range —
Q3 2024
Shares 4,503 Value ($000) $185 Avg Close — Range —
Q2 2024
Shares 4,594 Value ($000) $182 Avg Close — Range —
Q1 2024
Shares 3,685 Value ($000) $139 Avg Close — Range —
Q4 2023
Shares 2,853 Value ($000) $105 Avg Close — Range —
Q3 2023
Shares 418 Value ($000) $14 Avg Close — Range —
Q2 2023
Shares 1,044 Value ($000) $37 Avg Close — Range —
Q1 2023
Shares 757 Value ($000) $26 Avg Close — Range —
Q4 2022
Shares 304 Value ($000) $10 Avg Close — Range —
Q3 2022
Shares 229 Value ($000) $6 Avg Close — Range —
Q2 2022
Shares 229 Value ($000) $7 Avg Close — Range —
Q1 2022
Shares 229 Value ($000) $8 Avg Close — Range —
Q4 2021
Shares 229 Value ($000) $9 Avg Close — Range —