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
Other major holders of SCHF: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Increased |
| 2.6M |
+82.0% |
| $63.4M |
| 0.5% |
| $25.64 |
54 |
| 2025-Q4 | Increased | 1.4M | +2.7% | $33.8M | 0.3% | $24.20 | 35 |
| 2025-Q3 | Increased | 1.4M | +3.2% | $31.9M | 0.3% | $22.54 | 36 |
| 2025-Q2 | Increased | 1.3M | +0.0% | $29.3M | 0.3% | $21.44 | 34 |
| 2025-Q1 | Increased | 1.3M | +221.3% | $26.2M | 0.3% | $19.28 | 55 |
| 2024-Q4 | Increased | 412,980 | +26.8% | $7.6M | 0.1% | $17.88 | 41 |
| 2024-Q3 | Decreased | 325,674 | -6.2% | $13.4M | 0.2% | $19.52 | 0 |
| 2024-Q2 | Increased | 347,231 | +4.1% | $13.3M | 0.3% | $18.15 | 35 |