Waverly Advisors, LLC
Position in SCHQ — Schwab Long-Term U.S. Treasury ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in SCHQ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHQ | $1,735,564 | 55,220 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SCHQ | $1,972,152 | 62,213 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 SCHQ | $1,914,238 | 59,246 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SCHQ | $1,716,128 | 53,814 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||