Waverly Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$869K	Sell	38,200 -8,024	-17%	-$183K	0.01%	650
2025 Q1	$1.04M	Buy	46,224 +6,702	+17%	+$151K	0.01%	593
2024 Q4	$872K	Buy	39,522 +9,272	+31%	+$205K	0.01%	548
2024 Q3	$698K	Buy	30,250 +10,580	+54%	+$244K	0.01%	514
2024 Q2	$434K	Buy	+19,670	New	+$434K	0.01%	603