SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q4 2025
Shares 57,704 Value ($000) $1,406 Avg Close — Range —
Q3 2025
Shares 50,807 Value ($000) $1,240 Avg Close — Range —
Q2 2025
Shares 35,164 Value ($000) $857 Avg Close — Range —
Q1 2025
Shares 33,849 Value ($000) $824 Avg Close — Range —
Q4 2024
Shares 51,549 Value ($000) $1,240 Avg Close — Range —
Q3 2024
Shares 20,906 Value ($000) $1,024 Avg Close — Range —
Q2 2024
Shares 24,351 Value ($000) $1,182 Avg Close — Range —
Q1 2024
Shares 17,403 Value ($000) $833 Avg Close — Range —
Q4 2023
Shares 17,327 Value ($000) $839 Avg Close — Range —
Q3 2023
Shares 11,530 Value ($000) $552 Avg Close — Range —
Q2 2023
Shares 10,413 Value ($000) $500 Avg Close — Range —
Q1 2023
Shares 9,031 Value ($000) $441 Avg Close — Range —
Q4 2022
Shares 6,175 Value ($000) $298 Avg Close — Range —
Q3 2022
Shares 2,242 Value ($000) $108 Avg Close — Range —