Waverly Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Waverly Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14M	Sell
2025 Q1	$14.1M	Buy
2024 Q4	$2.13M	Sell
2024 Q3	$2.74M	Sell
2024 Q2	$2.78M	Sell
2024 Q1	$3.03M	Buy
2018 Q1	–	Hold
2017 Q4	–	Hold