SCHWAB STRATEGIC TR

Ticker: SCHK CUSIP: 808524722 Class: ETF

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

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

Q4 2025
Shares 16,583 Value ($000) $544 Avg Close — Range —
Q3 2025
Shares 12,701 Value ($000) $408 Avg Close — Range —
Q2 2025
Shares 11,431 Value ($000) $341 Avg Close — Range —
Q1 2025
Shares 11,775 Value ($000) $317 Avg Close — Range —