Mowery & Schoenfeld Wealth Management’s iShares Silver Trust SLV Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.36K	Hold	20	–	–	﹤0.01%	329
2025 Q4	$1.29K	Hold	20	–	–	﹤0.01%	434
2025 Q3	$848	Hold	20	–	–	﹤0.01%	368
2025 Q2	$657	Hold	20	–	–	﹤0.01%	373
2025 Q1	$620	Hold	20	–	–	﹤0.01%	431
2024 Q4	$527	Hold	20	–	–	﹤0.01%	466
2024 Q3	$569	Hold	20	–	–	﹤0.01%	226
2024 Q2	$532	Hold	20	–	–	﹤0.01%	203
2024 Q1	$455	Hold	20	–	–	﹤0.01%	151
2023 Q4	$436	Buy	+20	New	+$426	﹤0.01%	157

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SLV Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its iShares Silver Trust (SLV) position steady in Q1 2026 at 20 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Mowery & Schoenfeld Wealth Management first reported a position in SLV in Q4 2023 and has held it in 10 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 20 shares of iShares Silver Trust worth $1.36K as of Q1 2026.
Mowery & Schoenfeld Wealth Management left its iShares Silver Trust share count unchanged in Q1 2026.
iShares Silver Trust made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #329 holding.
Mowery & Schoenfeld Wealth Management first reported a position in iShares Silver Trust in Q4 2023 and has held it in 10 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.