Waverly Advisors, LLC SCHM Holdings History
Waverly Advisors, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Waverly Advisors, LLC held 1.81 Mil shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $47.32 Mil. This investment constitutes 0.58% of their stock portfolio, and Waverly Advisors, LLC now holds 0.44% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2024Q1. And since then Waverly Advisors, LLC has made 5 purchases of SCHM, at an average price of $31.97, for a total of 1.81 Mil shares. Based on historical transaction data and SCHM's current price of $29.12, Waverly Advisors, LLC's estimated gain on his SCHM holdings is $-5.15 Mil, reflecting a -8.92% gain to date.
Waverly Advisors, LLC SCHM ($29.12) Holding Chart
Waverly Advisors, LLC SCHM ($29.12) 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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