Siligmueller & Norvid Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Siligmueller & Norvid Wealth Advisors LLC

  • $258 Billion
  • Q2 2025

A detailed history of Siligmueller & Norvid Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Siligmueller & Norvid Wealth Advisors LLC holds 865,959 shares of SCHB stock, worth $22.4 Million. This represents 8.1% of its overall portfolio holdings.

Number of Shares
865,959
Previous 830,191 4.31%
Holding current value
$22.4 Million
Previous $17.9 Billion 16.71%
% of portfolio
8.1%
Previous 7.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$19.1 - $23.83 $683,168 - $852,351
35,768 Added 4.31%
865,959 $20.9 Billion
Q1 2025

Apr 21, 2025
BUY
$21.23 - $23.75 $32,375 - $36,218
1,525 Added 0.18%
830,191 $17.9 Billion
Q4 2024

Feb 04, 2025
BUY
$22.01 - $66.82 $18.2 Million - $55.4 Million
828,666 New
828,666 $18.8 Billion

Others Institutions Holding SCHB

# of Institutions
1,349
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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