Position history for Waverly Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Waverly Advisors, LLC holds 1.7M shares of SCHM (SCHWAB STRATEGIC TR), worth $52.4M as of 2025-Q4. The position was decreased (-0.5% shares). SCHM represents 0.4% of Waverly Advisors, LLC's portfolio.
Current Value
$52.4M
Current Shares
1.7M
Total Value Change
+$40M
Total Shares Change
+1.6M
Other major holders of SCHM: Kestra Advisory Services, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Financial Engines Advisors L.L.C.
Decreased |
| 1.7M |
-0.5% |
| $52.4M |
| 0.4% |
| $30.38 |
0 |
| 2025-Q3 | Decreased | 1.7M | -1.7% | $51.9M | 0.5% | $29.49 | 0 |
| 2025-Q2 | Decreased | 1.8M | -1.4% | $49.9M | 0.5% | $27.71 | 0 |
| 2025-Q1 | Increased | 1.8M | +293.1% | $47.3M | 0.6% | $25.85 | 66 |
| 2024-Q4 | Increased | 459,414 | +210.2% | $12.7M | 0.2% | $27.25 | 54 |
| 2024-Q3 | Decreased | 148,103 | -7.1% | $12.3M | 0.2% | $27.17 | 0 |
| 2024-Q2 | Increased | 159,411 | +12.1% | $12.4M | 0.2% | $25.35 | 37 |