SCHWAB STRATEGIC TR

Ticker: SCHY CUSIP: 808524672 Class: INTERNL DIVID

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

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

Q4 2025
Shares 123,675 Value ($000) $3,688 Avg Close — Range —
Q3 2025
Shares 109,714 Value ($000) $3,065 Avg Close — Range —
Q2 2025
Shares 101,302 Value ($000) $2,771 Avg Close — Range —
Q1 2025
Shares 94,529 Value ($000) $2,399 Avg Close — Range —
Q4 2024
Shares 82,936 Value ($000) $1,917 Avg Close — Range —
Q3 2024
Shares 108,596 Value ($000) $2,842 Avg Close — Range —
Q2 2024
Shares 102,852 Value ($000) $2,424 Avg Close — Range —
Q1 2024
Shares 94,840 Value ($000) $2,301 Avg Close — Range —
Q4 2023
Shares 94,072 Value ($000) $2,313 Avg Close — Range —