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Waverly Advisors, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on SCHD, newest first. How the timeline and the estimate are built.

Waverly Advisors, LLC held 2,043,019 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,043,019 shares
    Change vs previous 13F +296,601 shares

    0.38% of the 13F portfolio, value $64,784,140.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,746,418 shares
    Change vs previous 13F +71,535 shares

    0.4% of the 13F portfolio, value $53,580,094.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,674,883 shares
    Change vs previous 13F +7,098 shares

    0.37% of the 13F portfolio, value $45,942,028.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,667,785 shares
    Change vs previous 13F +85,460 shares

    0.45% of the 13F portfolio, value $45,530,538.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,582,325 shares
    Change vs previous 13F -11,731 shares

    0.46% of the 13F portfolio, value $41,931,615.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,594,056 shares
    Change vs previous 13F +114,785 shares

    0.54% of the 13F portfolio, value $44,569,799.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,479,271 shares
    Change vs previous 13F +1,013,757 shares

    0.63% of the 13F portfolio, value $40,413,676.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 465,514 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $39,349,903.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).