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Siligmueller & Norvid Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Siligmueller & Norvid Wealth Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$391K Buy
+16,675
New +$387K 0.18% 99

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Siligmueller & Norvid Wealth Advisors opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025: 16,675 shares worth $391K. The stake represents 0.18% of the portfolio and ranks #99 among its holdings.

626 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 16,675 shares of Schwab US Aggregate Bond ETF worth $391K as of Q3 2025.
  • Schwab US Aggregate Bond ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • Schwab US Aggregate Bond ETF made up 0.18% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #99 holding.
  • 626 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

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