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Waverly Advisors, LLC: SCHO position timeline

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

Waverly Advisors, LLC held 1,682,018 SCHO 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 1,682,018 shares
    Change vs previous 13F +160,776 shares

    0.24% of the 13F portfolio, value $40,603,916.

    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 1,521,242 shares
    Change vs previous 13F +643,713 shares

    0.28% of the 13F portfolio, value $36,920,543.

    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 877,529 shares
    Change vs previous 13F +191,136 shares

    0.17% of the 13F portfolio, value $21,385,387.

    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 686,393 shares
    Change vs previous 13F +125,645 shares

    0.17% of the 13F portfolio, value $16,747,982.

    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 560,748 shares
    Change vs previous 13F +9,566 shares

    0.15% of the 13F portfolio, value $13,671,039.

    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 551,182 shares
    Change vs previous 13F +57,357 shares

    0.16% of the 13F portfolio, value $13,415,760.

    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 493,825 shares
    Change vs previous 13F +263,754 shares

    0.18% of the 13F portfolio, value $11,881,426.

    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 230,071 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $11,268,888.

    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).