Siligmueller & Norvid Wealth Advisors LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Siligmueller & Norvid Wealth Advisors LLC holds 68,325 shares of SCHG stock, worth $2.17 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
68,325
Previous 72,199
5.37%
Holding current value
$2.17 Million
Previous $1.81 Billion
11.76%
% of portfolio
0.78%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,632Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio