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

Waverly Advisors, LLC holds 3.5M shares of SCHG (SCHWAB STRATEGIC TR), worth $102.4M as of 2026-Q1. The position was increased (+39.3% shares). SCHG represents 0.8% of Waverly Advisors, LLC's portfolio.

Current Value

$102.4M

Current Shares

3.5M

Total Value Change

+$85.4M

Total Shares Change

+3.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.5M
+39.3%
$102.4M0.8%$30.64
56
2025-Q4
Increased
2.5M
+5.2%
$82.3M0.7%$32.88
44
2025-Q3
Increased
2.4M
+0.6%
$76.6M0.8%$31.75
42
2025-Q2
Increased
2.4M
+9.1%
$69.6M0.8%$28.96
46
2025-Q1
Increased
2.2M
+211.9%
$54.7M0.7%$24.95
67
2024-Q4
Increased
700,613
+308.0%
$19.5M0.3%$28.03
55
2024-Q3
Increased
171,710
+1.9%
$17.9M0.3%$25.78
34
2024-Q2
Increased
168,456
+36.2%
$17M0.3%$25.06
44

Other major holders of SCHG: ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C.

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