Siligmueller & Norvid Wealth Advisors LLC SCHB Holdings History
Siligmueller & Norvid Wealth Advisors LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Siligmueller & Norvid Wealth Advisors LLC held 830,191.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $17.87 Mil. This investment constitutes 7.56% of their stock portfolio, and Siligmueller & Norvid Wealth Advisors LLC now holds 0.06% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2024Q4. And since then Siligmueller & Norvid Wealth Advisors LLC has made 1 purchases of SCHB, at an average price of $22.85, for a total of 830,191.00 shares. Based on historical transaction data and SCHB's current price of $24.23, Siligmueller & Norvid Wealth Advisors LLC's estimated gain on his SCHB holdings is $1.15 Mil, reflecting a 6.04% gain to date.
Siligmueller & Norvid Wealth Advisors LLC SCHB ($24.23) Holding Chart
Siligmueller & Norvid Wealth Advisors LLC SCHB ($24.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
