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Siligmueller & Norvid Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Siligmueller & Norvid Wealth Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-865,959
Closed -$20.9M – 215
2025
Q2 		$20.9M Buy
865,959
+35,768
+4% +$788K 8.1% 2
2025
Q1 		$17.9M Buy
830,191
+1,525
+0.2% +$34.7K 7.56% 2
2024
Q4 		$18.8M Buy
+828,666
New +$18.9M 8.02% 2

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's SCHB Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 865,959 shares — an estimated $20.9M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in SCHB in Q4 2024 and held it in 3 quarters. The position peaked at $20.9M in Q2 2025. 1,210 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 865,959 Schwab US Broad Market ETF shares in Q3 2025, an estimated $20.9M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Schwab US Broad Market ETF position peaked at $20.9M in Q2 2025.
  • 1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.