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SCHOSCHO
14 quarters

Position history for WAWaverly Advisors, LLC's holdings in SCHWAB SHORT-TERM US TREAS

Waverly Advisors, LLC holds 1.7M shares of SCHO (SCHWAB SHORT-TERM US TREAS), worth $40.6M as of 2026-Q2. The position was increased (+10.6% shares). SCHO represents 0.2% of Waverly Advisors, LLC's portfolio.

Current Value

$40.6M

Current Shares

1.7M

Total Value Change

+$40.4M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.7M
+10.6%
$40.6M0.2%$24.06
38
2026-Q1
Increased
1.5M
+73.4%
$36.9M0.3%$24.34
52
2025-Q4
Increased
877,529
+27.9%
$21.4M0.2%$24.28
42
2025-Q3
Increased
686,393
+22.4%
$16.7M0.2%$24.00
41
2025-Q2
Increased
560,748
+1.7%
$13.7M0.1%$23.72
34
2025-Q1
Increased
551,182
+11.6%
$13.4M0.2%$23.45
37
2024-Q4
Increased
493,825
+114.6%
$11.9M0.2%$23.08
54
2024-Q3
Increased
230,071
+2.7%
$11.3M0.2%$23.15
34
2024-Q2
Decreased
224,105
-4.0%
$10.8M0.2%$22.47
0
2024-Q1
Increased
233,556
+149.4%
$11.3M0.3%$22.26
54
2023-Q4
New
93,653
-
$4.5M0.2%$22.21
44
2020-Q3
Exited
0
-100.0%
$00.0%$22.28
0
2020-Q2
Unchanged
4,167
0.0%
$215,0000.0%$22.26
0
2020-Q1
New
4,167
-
$216,0000.0%$22.21
32

Other major holders of SCHO: BANK OF AMERICA CORP /DE/

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