Schneider Downs Wealth Management Advisors’s iShares Silver Trust SLV Stock Holding History

Schneider Downs Wealth Management Advisors’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 Q2	$350K	Hold	6,537	–	–	0.03%	125
2026 Q1	$445K	Hold	6,537	–	–	0.05%	104
2025 Q4	$421K	Hold	6,537	–	–	0.05%	109
2025 Q3	$277K	Hold	6,537	–	–	0.03%	126
2025 Q2	$214K	Buy	+6,537	New	+$200K	0.03%	139

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's SLV Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its iShares Silver Trust (SLV) position steady in Q2 2026 at 6,537 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #125.

Schneider Downs Wealth Management Advisors first reported a position in SLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $445K in Q1 2026. 1,422 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Schneider Downs Wealth Management Advisors held 6,537 shares of iShares Silver Trust worth $350K as of Q2 2026.
Schneider Downs Wealth Management Advisors left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #125 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares Silver Trust in Q2 2025 and has held it in 5 quarters since.
Schneider Downs Wealth Management Advisors's iShares Silver Trust position peaked at $445K in Q1 2026.
1,422 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.