Waverly Advisors, LLC SCHB Holdings History
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 $24.48, Waverly Advisors, LLC's estimated gain on his SCHB holdings is $-7.36 Mil, reflecting a -9.89% gain to date.
Waverly Advisors, LLC SCHB ($24.48) Holding Chart
Waverly Advisors, LLC SCHB ($24.48) 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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