Position history for Waverly Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Waverly Advisors, LLC holds 3M shares of SCHB (SCHWAB STRATEGIC TR), worth $79.2M as of 2025-Q4. The position was increased (++4.4% shares). SCHB represents 0.6% of Waverly Advisors, LLC's portfolio.
Current Value
$79.2M
Current Shares
3M
Total Value Change
+$55.5M
Total Shares Change
+2.6M
Other major holders of SCHB: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Wealthfront Advisers LLC
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 |