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SCHBSCHB
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Position history for WAWaverly Advisors, LLC's holdings in SCHWAB US BROAD MARKET ETF

Waverly Advisors, LLC holds 3.5M shares of SCHB (SCHWAB US BROAD MARKET ETF), worth $102.2M as of 2026-Q2. The position was increased (+15.3% shares). SCHB represents 0.6% of Waverly Advisors, LLC's portfolio.

Current Value

$102.2M

Current Shares

3.5M

Total Value Change

+$77.4M

Total Shares Change

+3.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.5M
+15.3%
$102.2M0.6%$28.96
49
2026-Q1
Increased
3.1M
+1.4%
$76.8M0.6%$26.25
42
2025-Q4
Increased
3M
+4.4%
$79.2M0.6%$26.44
44
2025-Q3
Increased
2.9M
+4.3%
$74.4M0.7%$25.55
44
2025-Q2
Increased
2.8M
+1.3%
$66.1M0.7%$23.57
42
2025-Q1
Increased
2.7M
+131.2%
$58.9M0.7%$21.25
67
2024-Q4
Increased
1.2M
+216.6%
$26.9M0.4%$22.51
55
2024-Q3
Decreased
373,937
-0.7%
$24.9M0.5%$21.74
0

Other major holders of SCHB: Wealthfront Advisers LLC, UBS Group AG

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