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
Other major holders of SCHB: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Wealthfront Advisers LLC
Increased |
| 3.1M |
+1.4% |
| $76.8M |
| 0.6% |
| $26.25 |
42 |
| 2025-Q4 | Increased | 3M | +4.4% | $79.2M | 0.6% | $26.44 | 44 |
| 2025-Q3 | Increased | 2.9M | +4.3% | $74.4M | 0.7% | $25.55 | 44 |
| 2025-Q2 | Increased | 2.8M | +1.3% | $66.1M | 0.7% | $23.57 | 42 |
| 2025-Q1 | Increased | 2.7M | +131.2% | $58.9M | 0.7% | $21.25 | 67 |
| 2024-Q4 | Increased | 1.2M | +216.6% | $26.9M | 0.4% | $22.51 | 55 |
| 2024-Q3 | Decreased | 373,937 | -0.7% | $24.9M | 0.5% | $21.74 | 0 |
| 2024-Q2 | Increased | 376,624 | +7.1% | $23.7M | 0.5% | $20.57 | 37 |