Waverly Advisors, LLC's ownership history for SCHW

Waverly Advisors, LLC currently holds 93.6K shares with a market value of $8.9M. It started holding SCHW on 2024-12-31. At its peak, it held 93.6K shares on 2025-09-30. Its highest holding value was $8.9M on 2025-09-30. 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 12.7K.