SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 436,454 Value ($000) $12,430 Avg Close — Range —
Q3 2025
Shares 520,454 Value ($000) $14,521 Avg Close — Range —
Q2 2025
Shares 553,255 Value ($000) $13,997 Avg Close — Range —
Q1 2025
Shares 602,610 Value ($000) $14,119 Avg Close — Range —
Q4 2024
Shares 82,485 Value ($000) $2,133 Avg Close — Range —
Q3 2024
Shares 53,191 Value ($000) $2,739 Avg Close — Range —
Q2 2024
Shares 58,539 Value ($000) $2,778 Avg Close — Range —
Q1 2024
Shares 61,623 Value ($000) $3,034 Avg Close — Range —