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SCHB
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Position history for Waverly Advisors, LLC's holdings in SCHWAB STRATEGIC TR

Waverly Advisors, LLC holds 3.1M shares of SCHB (SCHWAB STRATEGIC TR), worth $76.8M as of 2026-Q1. The position was increased (+1.4% shares). SCHB represents 0.6% of Waverly Advisors, LLC's portfolio.

Current Value

$76.8M

Current Shares

3.1M

Total Value Change

+$53.2M

Total Shares Change

+2.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.1M
+1.4%
$76.8M0.6%$26.25
42
2025-Q4
Increased
3M
+4.4%
$79.2M0.6%$26.44
44
2025-Q3
Increased
2.9M
+4.3%
$74.4M0.7%$25.55
44
2025-Q2
Increased
2.8M
+1.3%
$66.1M0.7%$23.57
42
2025-Q1
Increased
2.7M
+131.2%
$58.9M0.7%$21.25
67
2024-Q4
Increased
1.2M
+216.6%
$26.9M0.4%$22.51
55
2024-Q3
Decreased
373,937
-0.7%
$24.9M0.5%$21.74
0
2024-Q2
Increased
376,624
+7.1%
$23.7M0.5%$20.57
37

Other major holders of SCHB: Wealthfront Advisers LLC

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