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Waverly Advisors, LLC: SCHG position timeline

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

Waverly Advisors, LLC held 3,660,774 SCHG 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 3,660,774 shares
    Change vs previous 13F +144,939 shares

    0.72% of the 13F portfolio, value $123,880,577.

    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 3,515,835 shares
    Change vs previous 13F +992,474 shares

    0.77% of the 13F portfolio, value $102,416,274.

    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 2,523,361 shares
    Change vs previous 13F +124,241 shares

    0.67% of the 13F portfolio, value $82,312,040.

    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 2,399,120 shares
    Change vs previous 13F +14,735 shares

    0.76% of the 13F portfolio, value $76,555,930.

    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 2,384,385 shares
    Change vs previous 13F +199,346 shares

    0.76% of the 13F portfolio, value $69,647,880.

    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 2,185,039 shares
    Change vs previous 13F +1,484,426 shares

    0.67% of the 13F portfolio, value $54,713,381.

    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 700,613 shares
    Change vs previous 13F +528,903 shares

    0.3% of the 13F portfolio, value $19,526,093.

    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 171,710 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $17,888,719.

    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).