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

Waverly Advisors, LLC holds 2.6M shares of SCHF (SCHWAB STRATEGIC TR), worth $63.4M as of 2026-Q1. The position was increased (+82.0% shares). SCHF represents 0.5% of Waverly Advisors, LLC's portfolio.

Current Value

$63.4M

Current Shares

2.6M

Total Value Change

+$50M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.6M
+82.0%
$63.4M0.5%$25.64
54
2025-Q4
Increased
1.4M
+2.7%
$33.8M0.3%$24.20
35
2025-Q3
Increased
1.4M
+3.2%
$31.9M0.3%$22.54
36
2025-Q2
Increased
1.3M
+0.0%
$29.3M0.3%$21.44
34
2025-Q1
Increased
1.3M
+221.3%
$26.2M0.3%$19.28
55
2024-Q4
Increased
412,980
+26.8%
$7.6M0.1%$17.88
41
2024-Q3
Decreased
325,674
-6.2%
$13.4M0.2%$19.52
0
2024-Q2
Increased
347,231
+4.1%
$13.3M0.3%$18.15
35

Other major holders of SCHF: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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