SCHWAB STRATEGIC TR

Ticker: SCHP CUSIP: 808524870 Class: US TIPS ETF

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

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

Q4 2025
Shares 46,597 Value ($000) $1,234 Avg Close — Range —
Q3 2025
Shares 49,877 Value ($000) $1,344 Avg Close — Range —
Q2 2025
Shares 19,181 Value ($000) $512 Avg Close — Range —
Q1 2025
Shares 20,848 Value ($000) $561 Avg Close — Range —
Q4 2024
Shares 22,160 Value ($000) $572 Avg Close — Range —
Q3 2024
Shares 13,097 Value ($000) $702 Avg Close — Range —
Q2 2024
Shares 16,489 Value ($000) $869 Avg Close — Range —
Q1 2024
Shares 9,898 Value ($000) $507 Avg Close — Range —
Q4 2023
Shares 5,453 Value ($000) $285 Avg Close — Range —
Q3 2023
Shares 4,544 Value ($000) $229 Avg Close — Range —
Q2 2023
Shares 4,624 Value ($000) $242 Avg Close — Range —
Q1 2023
Shares 4,641 Value ($000) $249 Avg Close — Range —
Q4 2022
Shares 4,285 Value ($000) $222 Avg Close — Range —
Q3 2022
Shares 2,327 Value ($000) $121 Avg Close — Range —
Q2 2022
Shares 2,902 Value ($000) $162 Avg Close — Range —
Q1 2022
Shares 4,414 Value ($000) $268 Avg Close — Range —
Q4 2021
Shares 3,587 Value ($000) $226 Avg Close — Range —