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Waverly Advisors, LLC: SCHX position timeline

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

Waverly Advisors, LLC held 1,467,168 SCHX 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 1,467,168 shares
    Change vs previous 13F -34,243 shares

    0.25% of the 13F portfolio, value $43,178,758.

    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 1,501,411 shares
    Change vs previous 13F +986,495 shares

    0.29% of the 13F portfolio, value $38,496,182.

    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 514,916 shares
    Change vs previous 13F +21,727 shares

    0.11% of the 13F portfolio, value $13,856,379.

    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 493,189 shares
    Change vs previous 13F +599 shares

    0.13% of the 13F portfolio, value $12,990,593.

    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 492,590 shares
    Change vs previous 13F +187 shares

    0.13% of the 13F portfolio, value $12,038,891.

    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 492,403 shares
    Change vs previous 13F +185,368 shares

    0.13% of the 13F portfolio, value $10,872,265.

    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 307,035 shares
    Change vs previous 13F +205,723 shares

    0.11% of the 13F portfolio, value $7,117,073.

    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 101,312 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,874,037.

    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).