EverSource Wealth Advisors, LLC
Position in SCHQ — Schwab Long-Term U.S. Treasury ETF
CIK 1710537
BIRMINGHAM, AL
All Filings in SCHQ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHQ | $121,036 | 3,851 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 SCHQ | $122,076 | 3,851 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 SCHQ | $124,425 | 3,851 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 SCHQ | $120,289 | 3,772 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 SCHQ | $123,570 | 3,772 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 SCHQ | $118,553 | 3,772 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SCHQ | — | 3,772 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||