SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

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

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

Q4 2025
Shares 21,949 Value ($000) $999 Avg Close — Range —
Q3 2025
Shares 22,298 Value ($000) $1,015 Avg Close — Range —
Q2 2025
Shares 10 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 729 Value ($000) $28 Avg Close — Range —
Q2 2024
Shares 729 Value ($000) $27 Avg Close — Range —
Q4 2023
Shares 21 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 11 Value ($000) $0 Avg Close — Range —