Waverly Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Waverly Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$614K	Sell
2025 Q1	$699K	Buy
2024 Q4	$591K	Buy
2024 Q3	$627K	Sell
2024 Q2	$604K	Buy
2024 Q1	$570K	Buy
2023 Q4	$235K	Buy
2015 Q1	–	Sell
2014 Q4	$35K	Hold
2014 Q3	$31K	Buy
2014 Q2	$18K	Buy