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Waverly Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Waverly Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.8M Buy
3,061,232
+41,366
+1% +$1.09M 0.57% 36
2025
Q4 		$79.2M Buy
3,019,866
+127,085
+4% +$3.31M 0.64% 33
2025
Q3 		$74.4M Buy
2,892,781
+119,089
+4% +$2.95M 0.74% 26
2025
Q2 		$66.1M Buy
2,773,692
+36,020
+1% +$793K 0.73% 26
2025
Q1 		$58.9M Buy
2,737,672
+1,553,773
+131% +$35.3M 0.72% 23
2024
Q4 		$26.9M Buy
1,183,899
+62,088
+6% +$1.42M 0.42% 45
2024
Q3 		$24.9M Sell
1,121,811
-8,061
-0.7% -$172K 0.46% 42
2024
Q2 		$23.7M Buy
1,129,872
+75,075
+7% +$1.52M 0.46% 42
2024
Q1 		$21.5M Buy
1,054,797
+958,221
+992% +$18.5M 0.51% 37
2023
Q4 		$1.79M Buy
96,576
+75,501
+358% +$1.3M 0.07% 162
2023
Q3 		$350K Sell
21,075
-279
-1% -$4.83K 0.02% 303
2023
Q2 		$368K Buy
21,354
+5,592
+35% +$91.2K 0.02% 269
2023
Q1 		$251K Buy
15,762
+3
+0% +$47 0.01% 259
2022
Q4 		$235K Buy
15,759
+270
+2% +$4.06K 0.01% 244
2022
Q3 		$217K Buy
+15,489
New +$241K 0.02% 225

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Waverly Advisors's SCHB Position: Q1 2026 in Review

Waverly Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 1.4% in Q1 2026, buying an estimated $1.09M and bringing the position to 3,061,232 shares worth $76.8M. The position accounts for 0.57% of the portfolio, ranked #36.

Waverly Advisors first reported a position in SCHB in Q3 2022 and has held it in 15 quarters since. The position peaked at $79.2M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Waverly Advisors held 3,061,232 shares of Schwab US Broad Market ETF worth $76.8M as of Q1 2026.
  • Waverly Advisors bought 41,366 Schwab US Broad Market ETF shares in Q1 2026, an estimated $1.09M.
  • Schwab US Broad Market ETF made up 0.57% of Waverly Advisors's portfolio in Q1 2026, its #36 holding.
  • Waverly Advisors first reported a position in Schwab US Broad Market ETF in Q3 2022 and has held it in 15 quarters since.
  • Waverly Advisors's Schwab US Broad Market ETF position peaked at $79.2M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.