SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

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

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

Q4 2025
Shares 27,641 Value ($000) $577 Avg Close — Range —
Q3 2025
Shares 24,395 Value ($000) $526 Avg Close — Range —
Q2 2025
Shares 29,001 Value ($000) $614 Avg Close — Range —
Q1 2025
Shares 32,485 Value ($000) $699 Avg Close — Range —
Q4 2024
Shares 28,071 Value ($000) $591 Avg Close — Range —
Q3 2024
Shares 27,056 Value ($000) $627 Avg Close — Range —
Q2 2024
Shares 30,221 Value ($000) $604 Avg Close — Range —
Q1 2024
Shares 28,093 Value ($000) $570 Avg Close — Range —
Q4 2023
Shares 11,352 Value ($000) $235 Avg Close — Range —
Q4 2014
Shares 902 Value ($000) $35 Avg Close — Range —
Q3 2014
Shares 902 Value ($000) $31 Avg Close — Range —
Q2 2014
Shares 510 Value ($000) $18 Avg Close — Range —