SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q4 2025
Shares 40,778 Value ($000) $1,023 Avg Close — Range —
Q3 2025
Shares 42,680 Value ($000) $1,073 Avg Close — Range —
Q2 2025
Shares 16,637 Value ($000) $416 Avg Close — Range —
Q1 2025
Shares 17,110 Value ($000) $425 Avg Close — Range —
Q4 2024
Shares 19,196 Value ($000) $466 Avg Close — Range —
Q3 2024
Shares 14,961 Value ($000) $757 Avg Close — Range —
Q2 2024
Shares 21,091 Value ($000) $1,049 Avg Close — Range —
Q1 2024
Shares 14,840 Value ($000) $711 Avg Close — Range —
Q4 2023
Shares 14,800 Value ($000) $736 Avg Close — Range —
Q3 2023
Shares 15,371 Value ($000) $737 Avg Close — Range —
Q2 2023
Shares 34,443 Value ($000) $1,697 Avg Close — Range —
Q1 2023
Shares 35,498 Value ($000) $1,780 Avg Close — Range —
Q4 2022
Shares 35,531 Value ($000) $1,749 Avg Close — Range —
Q3 2022
Shares 14,153 Value ($000) $697 Avg Close — Range —
Q2 2022
Shares 30,703 Value ($000) $1,584 Avg Close — Range —
Q1 2022
Shares 37,491 Value ($000) $1,996 Avg Close — Range —