Waverly Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Waverly Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$16.1M	Buy
2025 Q1	$14.1M	Buy
2024 Q4	$5.56M	Buy
2024 Q3	$5.48M	Buy
2024 Q2	$4.96M	Buy
2024 Q1	$4.9M	Buy