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Charles Schwab Corporation shares owned by Siligmueller & Norvid Wealth Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Siligmueller & Norvid Wealth Advisors from 13F filings

Historical chart of Siligmueller & Norvid Wealth Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Siligmueller & Norvid Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Siligmueller & Norvid Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 2.6k 95.47

More positions owned by Siligmueller & Norvid Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Siligmueller & Norvid Wealth Advisors

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation