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
Other major holders of SCHG: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 3.5M |
+39.3% |
| $102.4M |
| 0.8% |
| $30.64 |
56 |
| 2025-Q4 | 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 |