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SCHJSCHJ
2 quarters

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

Yes. Waverly Advisors holds 205,206 shares of SCHJ, worth $5.1M, as of its Q2 2026 13F filing. It increased the position by 16,768 shares (+8.9%) from Q1 2026. Waverly Advisors has held SCHJ since Q1 2026, across 2 quarterly 13F filings.

Current Value

$5.1M

Current Shares

205,206

Total Value Change

+$401,253

Total Shares Change

+16,768

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
205,206
+8.9%
$5.1M0.0%$24.47
29
2026-Q1
New
188,438
-
$4.7M0.0%$24.26
37

Other major holders of SCHJ: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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