SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 514,916 Value ($000) $13,856 Avg Close — Range —
Q3 2025
Shares 493,189 Value ($000) $12,991 Avg Close — Range —
Q2 2025
Shares 492,590 Value ($000) $12,039 Avg Close — Range —
Q1 2025
Shares 492,403 Value ($000) $10,872 Avg Close — Range —
Q4 2024
Shares 307,035 Value ($000) $7,117 Avg Close — Range —
Q3 2024
Shares 101,312 Value ($000) $6,874 Avg Close — Range —
Q2 2024
Shares 100,442 Value ($000) $6,453 Avg Close — Range —
Q1 2024
Shares 92,679 Value ($000) $5,752 Avg Close — Range —
Q4 2023
Shares 35,245 Value ($000) $1,988 Avg Close — Range —
Q3 2023
Shares 34,903 Value ($000) $1,766 Avg Close — Range —
Q2 2023
Shares 34,826 Value ($000) $1,824 Avg Close — Range —
Q1 2023
Shares 31,869 Value ($000) $1,541 Avg Close — Range —
Q4 2022
Shares 31,324 Value ($000) $1,414 Avg Close — Range —
Q3 2022
Shares 31,316 Value ($000) $1,326 Avg Close — Range —