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SCHYSCHY
Showing 8 of 11 quarters

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

Waverly Advisors, LLC holds 157,475 shares of SCHY (SCHWAB STRATEGIC TR), worth $5M as of 2026-Q2. The position was increased (+5.8% shares). SCHY represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$5M

Current Shares

157,475

Total Value Change

+$2.2M

Total Shares Change

+48,879

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
157,475
+5.8%
$5M0.0%$31.73
29
2026-Q1
Increased
148,830
+20.3%
$4.7M0.0%$32.44
32
2025-Q4
Increased
123,675
+12.7%
$3.7M0.0%$29.94
30
2025-Q3
Increased
109,714
+8.3%
$3.1M0.0%$27.56
29
2025-Q2
Increased
101,302
+7.2%
$2.8M0.0%$26.69
28
2025-Q1
Increased
94,529
+14.0%
$2.4M0.0%$24.65
30
2024-Q4
Decreased
82,936
-23.6%
$1.9M0.0%$22.25
0
2024-Q3
Increased
108,596
+5.6%
$2.8M0.1%$25.10
28

Other major holders of SCHY: Cresset Asset Management, LLC

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