Waverly Advisors, LLC's ownership history for SCHB

Waverly Advisors, LLC currently holds 2.9M shares with a market value of $74.4M. It started holding SCHB on 2024-12-31. At its peak, it held 2.9M shares on 2025-09-30. Its highest holding value was $74.4M on 2025-09-30. At its lowest, it held 1.2M shares on 2024-12-31, with a value of $26.9M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 155.1K.