Position history for Waverly Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Waverly Advisors, LLC holds 2.5M shares of SCHG (SCHWAB STRATEGIC TR), worth $82.3M as of 2025-Q4. The position was increased (++5.2% shares). SCHG represents 0.7% of Waverly Advisors, LLC's portfolio.
Current Value
$82.3M
Current Shares
2.5M
Total Value Change
+$65.3M
Total Shares Change
+2.4M
Other major holders of SCHG: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C.
Increased |
| 2.5M |
+5.2% |
| $82.3M |
| 0.7% |
| $32.88 |
44 |
| 2025-Q3 | Increased | 2.4M | +0.6% | $76.6M | 0.8% | $31.75 | 42 |
| 2025-Q2 | Increased | 2.4M | +9.1% | $69.6M | 0.8% | $28.96 | 46 |
| 2025-Q1 | Increased | 2.2M | +211.9% | $54.7M | 0.7% | $24.95 | 67 |
| 2024-Q4 | Increased | 700,613 | +308.0% | $19.5M | 0.3% | $28.03 | 55 |
| 2024-Q3 | Increased | 171,710 | +1.9% | $17.9M | 0.3% | $25.78 | 34 |
| 2024-Q2 | Increased | 168,456 | +36.2% | $17M | 0.3% | $25.06 | 44 |