Waverly Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Waverly Advisors’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.7M	Buy
2025 Q1	$13.4M	Buy
2024 Q4	$11.9M	Buy
2024 Q3	$11.3M	Buy
2024 Q2	$10.8M	Sell
2024 Q1	$11.3M	Buy
2023 Q4	$4.54M	Buy
2020 Q3	–	Sell
2020 Q2	$215K	Hold
2020 Q1	$216K	Buy