SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

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

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

Q4 2025
Shares 39,441 Value ($000) $824 Avg Close — Range —
Q3 2025
Shares 41,388 Value ($000) $893 Avg Close — Range —
Q2 2025
Shares 102 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 102 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 102 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 102 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 102 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 100 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 199 Value ($000) $4 Avg Close — Range —
Q3 2023
Shares 119 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 100 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 229 Value ($000) $4 Avg Close — Range —
Q4 2022
Shares 100 Value ($000) $2 Avg Close — Range —