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Waverly Advisors, LLC: SCHZ position timeline

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

Waverly Advisors, LLC held 222,234 SCHZ 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 222,234 shares
    Change vs previous 13F -8,139 shares

    0.03% of the 13F portfolio, value $5,140,267.

    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 230,373 shares
    Change vs previous 13F -1,792 shares

    0.04% of the 13F portfolio, value $5,349,261.

    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 232,165 shares
    Change vs previous 13F -29,039 shares

    0.04% of the 13F portfolio, value $5,425,695.

    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 261,204 shares
    Change vs previous 13F -76,226 shares

    0.06% of the 13F portfolio, value $6,130,453.

    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 337,430 shares
    Change vs previous 13F -5,575 shares

    0.09% of the 13F portfolio, value $7,841,877.

    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 343,005 shares
    Change vs previous 13F +2,494 shares

    0.1% of the 13F portfolio, value $7,943,990.

    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 340,511 shares
    Change vs previous 13F +143,797 shares

    0.12% of the 13F portfolio, value $7,729,594.

    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 196,714 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,347,866.

    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).