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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
2026
Q1 		$11.9M Sell
408,316
-28,138
-6% -$843K 0.09% 224
2025
Q4 		$12.4M Sell
436,454
-84,000
-16% -$2.37M 0.1% 196
2025
Q3 		$14.5M Sell
520,454
-32,801
-6% -$877K 0.14% 141
2025
Q2 		$14M Sell
553,255
-49,355
-8% -$1.17M 0.15% 133
2025
Q1 		$14.1M Buy
602,610
+520,125
+631% +$13.3M 0.17% 125
2024
Q4 		$2.13M Sell
82,485
-23,897
-22% -$636K 0.03% 373
2024
Q3 		$2.74M Sell
106,382
-10,696
-9% -$266K 0.05% 282
2024
Q2 		$2.78M Sell
117,078
-6,168
-5% -$146K 0.05% 266
2024
Q1 		$3.03M Buy
+123,246
New +$2.89M 0.07% 206
2018
Q1 		– Hold
0
– – – 335
2017
Q4 		– Hold
0
– – – 408

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return