Siligmueller & Norvid Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Siligmueller & Norvid Wealth Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$246K	Buy	+2,573	New	+$244K	0.11%	139

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Siligmueller & Norvid Wealth Advisors opened a new position in Charles Schwab (SCHW) in Q3 2025: 2,573 shares worth $246K. The stake represents 0.11% of the portfolio and ranks #139 among its holdings.

2,168 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 2,573 shares of Charles Schwab worth $246K as of Q3 2025.
Charles Schwab was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
Charles Schwab made up 0.11% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #139 holding.
2,168 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

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