Number of Shares
2.74 Mil
Current Holdings Value*
$58.94 Mil
% of Portfolio
0.72%
Total Estimate Gain
$-7.90 Mil
% of Total Estimate Gain
-10.63%

Waverly Advisors, LLC's Schwab U.S. Broad Market ETF Holding Summary

As of 2025-03-31, Waverly Advisors, LLC held 2.74 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $58.94 Mil. This investment constitutes 0.72% of their stock portfolio, and Waverly Advisors, LLC now holds 0.19% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2022Q3. And since then Waverly Advisors, LLC has made 10 purchases of SCHB, at an average price of $27.17, for a total of 2.74 Mil shares. In addition, there have been 1 sales at an average price of $51.92 for 93.00 shares. Based on historical transaction data and SCHB's current price of $24.28, Waverly Advisors, LLC's estimated gain on his SCHB holdings is $-7.90 Mil, reflecting a -10.63% gain to date.

Waverly Advisors, LLC SCHB ($24.28) Holding Chart

Waverly Advisors, LLC SCHB ($24.28) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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