Waverly Advisors, LLC's ownership history for SCHD

Waverly Advisors, LLC currently holds 1.7M shares with a market value of $45.5M. It started holding SCHD on 2024-12-31. At its peak, it held 1.7M shares on 2025-09-30. Its highest holding value was $45.5M on 2025-09-30. At its lowest, it held 1.5M shares on 2024-12-31, with a value of $40.4M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 73.7K.