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Waverly Advisors, LLC: SCHW position timeline

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

Waverly Advisors, LLC held 93,682 SCHW 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 93,682 shares
    Change vs previous 13F -33,895 shares

    0.05% of the 13F portfolio, value $8,644,042.

    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 127,577 shares
    Change vs previous 13F +37,658 shares

    0.09% of the 13F portfolio, value $11,989,646.

    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 89,919 shares
    Change vs previous 13F -3,639 shares

    0.07% of the 13F portfolio, value $8,983,753.

    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 93,558 shares
    Change vs previous 13F +2,679 shares

    0.09% of the 13F portfolio, value $8,931,970.

    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 90,879 shares
    Change vs previous 13F +9,997 shares

    0.09% of the 13F portfolio, value $8,291,773.

    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 80,882 shares
    Change vs previous 13F +40,713 shares

    0.08% of the 13F portfolio, value $6,331,439.

    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 40,169 shares
    Change vs previous 13F +2,433 shares

    0.05% of the 13F portfolio, value $2,972,920.

    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 37,736 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,445,687.

    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).