SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

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

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

Q4 2025
Shares 28,300 Value ($000) $650 Avg Close — Range —
Q3 2025
Shares 22,288 Value ($000) $514 Avg Close — Range —
Q2 2025
Shares 38,200 Value ($000) $869 Avg Close — Range —
Q1 2025
Shares 46,224 Value ($000) $1,038 Avg Close — Range —
Q4 2024
Shares 39,522 Value ($000) $872 Avg Close — Range —
Q3 2024
Shares 15,125 Value ($000) $698 Avg Close — Range —
Q2 2024
Shares 9,835 Value ($000) $434 Avg Close — Range —