Waverly Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.1M | Buy |
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|
2025
Q1 | $58.9M | Buy |
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|
2024
Q4 | $26.9M | Buy |
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|
2024
Q3 | $24.9M | Sell |
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|
2024
Q2 | $23.7M | Buy |
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|
2024
Q1 | $21.5M | Buy |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $350K | Sell |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $251K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | $217K | Buy |
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