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 221,265 shares of SCHX stock, worth $5.58 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
221,265
Previous 235,878
6.2%
Holding current value
$5.58 Million
Previous $5.21 Billion
5.02%
% of portfolio
2.12%
Previous 2.2%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,532Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\206MShares$5.21 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.09 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$878 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$834 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$788 Million9.64% of portfolio