Waverly Advisors, LLC's ownership history for SCHW

Waverly Advisors, LLC currently holds 127.6K shares with a market value of $12.0M. It started holding SCHW on 2024-12-31. At its peak, it held 127.6K shares on 2026-03-31. Its highest holding value was $12.0M on 2026-03-31. At its lowest, it held 40.2K shares on 2024-12-31, with a value of $3.0M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 34.0K. In the recent year, Waverly Advisors, LLC has increased its shares by 46.7K.