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Siligmueller & Norvid Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Siligmueller & Norvid Wealth Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-221,265
Closed -$5.47M – 217
2025
Q2 		$5.47M Sell
221,265
-14,613
-6% -$330K 2.12% 14
2025
Q1 		$5.21M Sell
235,878
-1,013
-0.4% -$23.6K 2.2% 14
2024
Q4 		$5.49M Buy
+236,891
New +$5.52M 2.34% 13

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Siligmueller & Norvid Wealth Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 221,265 shares — an estimated $5.47M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in SCHX in Q4 2024 and held it in 3 quarters. The position peaked at $5.49M in Q4 2024. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 221,265 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $5.47M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Schwab US Large- Cap ETF position peaked at $5.49M in Q4 2024.
  • 1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

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