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SCUSSCUS
3 quarters

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

Waverly Advisors, LLC holds 26,490 shares of SCUS (SCHWAB STRATEGIC TR), worth $666,883 as of 2026-Q2. The position was increased (+0.5% shares). SCUS represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$666,883

Current Shares

26,490

Total Value Change

+$80,771

Total Shares Change

+3,213

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
26,490
+0.5%
$666,8830.0%$25.01
25
2026-Q1
Increased
26,356
+13.2%
$664,1630.0%$24.79
28
2025-Q4
New
23,277
-
$586,1120.0%$24.61
34

Other major holders of SCUS: CITADEL ADVISORS LLC, JANE STREET GROUP, LLC

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