SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Evergreen Advisors, LLC's Holding History (CIK: 0001762294)

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

Q4 2025
Shares 2,450,245 Value ($000) $58,904 Avg Close — Range —
Q2 2025
Shares 2,419,768 Value ($000) $53,477 Avg Close — Range —
Q1 2025
Shares 2,460,423 Value ($000) $48,667 Avg Close — Range —
Q4 2024
Shares 2,496,042 Value ($000) $46,177 Avg Close — Range —
Q3 2024
Shares 1,202,788 Value ($000) $49,459 Avg Close — Range —
Q2 2024
Shares 1,173,364 Value ($000) $45,081 Avg Close — Range —
Q1 2024
Shares 1,149,071 Value ($000) $44,837 Avg Close — Range —
Q4 2023
Shares 1,148,878 Value ($000) $42,463 Avg Close — Range —
Q3 2023
Shares 1,118,458 Value ($000) $37,983 Avg Close — Range —
Q2 2023
Shares 1,093,959 Value ($000) $39,000 Avg Close — Range —
Q1 2023
Shares 1,075,493 Value ($000) $37,427 Avg Close — Range —
Q4 2022
Shares 1,049,387 Value ($000) $33,801 Avg Close — Range —
Q3 2022
Shares 1,032,344 Value ($000) $29,040 Avg Close — Range —
Q2 2022
Shares 1,008,388 Value ($000) $31,714 Avg Close — Range —
Q1 2022
Shares 998,092 Value ($000) $36,650 Avg Close — Range —
Q4 2021
Shares 963,137 Value ($000) $37,437 Avg Close — Range —
Q3 2021
Shares 933,609 Value ($000) $36,131 Avg Close — Range —
Q2 2021
Shares 900,577 Value ($000) $33,880 Avg Close — Range —
Q1 2021
Shares 900,577 Value ($000) $33,880 Avg Close — Range —
Q4 2020
Shares 871,232 Value ($000) $31,373 Avg Close — Range —
Q3 2020
Shares 855,063 Value ($000) $26,849 Avg Close — Range —
Q2 2020
Shares 850,890 Value ($000) $25,314 Avg Close — Range —
Q1 2020
Shares 837,704 Value ($000) $21,646 Avg Close — Range —
Q4 2019
Shares 673,880 Value ($000) $22,663 Avg Close — Range —
Q3 2019
Shares 655,993 Value ($000) $20,900 Avg Close — Range —
Q2 2019
Shares 644,568 Value ($000) $20,684 Avg Close — Range —
Q1 2019
Shares 639,649 Value ($000) $20,027 Avg Close — Range —
Q4 2018
Shares 596,850 Value ($000) $16,921 Avg Close — Range —