Kiley Juergens Wealth Management, LLC Schwab Fundamental Intl Large Transaction History

Kiley Juergens Wealth Management, LLC

  • $417 Million
  • Q2 2025

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 11,929 shares of FNDF stock, worth $481,454. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,929
Previous 11,686 2.08%
Holding current value
$481,454
Previous $422,000 13.03%
% of portfolio
0.11%
Previous 0.12%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$32.25 - $40.02 $7,836 - $9,724
243 Added 2.08%
11,929 $477,000
Q1 2025

Apr 21, 2025
SELL
$32.9 - $37.45 $361 - $411
-11 Reduced 0.09%
11,686 $422,000
Q4 2024

Jan 16, 2025
SELL
$32.92 - $37.15 $1,283 - $1,448
-39 Reduced 0.33%
11,697 $388,000
Q3 2024

Oct 15, 2024
SELL
$33.67 - $37.71 $9,932 - $11,124
-295 Reduced 2.45%
11,736 $438,000
Q2 2024

Jul 23, 2024
BUY
$34.19 - $36.51 $10,769 - $11,500
315 Added 2.69%
12,031 $421,000
Q1 2024

Apr 18, 2024
BUY
$32.59 - $35.65 $3,747 - $4,099
115 Added 0.99%
11,716 $417,000
Q4 2023

Jan 30, 2024
SELL
$30.23 - $33.77 $1,934 - $2,161
-64 Reduced 0.55%
11,601 $391,000
Q3 2023

Oct 17, 2023
BUY
$31.51 - $33.54 $2,489 - $2,649
79 Added 0.68%
11,665 $369,000
Q2 2023

Jul 26, 2023
SELL
$30.91 - $33.09 $1,545 - $1,654
-50 Reduced 0.43%
11,586 $374,000
Q1 2023

May 02, 2023
SELL
$29.24 - $31.97 $8,772 - $9,591
-300 Reduced 2.51%
11,636 $363,000
Q3 2022

Oct 11, 2022
SELL
$25.15 - $29.74 $19,365 - $22,899
-770 Reduced 6.06%
11,936 $300,000
Q2 2022

Jul 29, 2022
BUY
$28.1 - $32.52 $36,501 - $42,243
1,299 Added 11.39%
12,706 $359,000
Q1 2022

Apr 27, 2022
SELL
$29.7 - $34.12 $38,580 - $44,321
-1,299 Reduced 10.22%
11,407 $368,000
Q1 2022

Apr 12, 2022
SELL
$29.7 - $34.12 $16,929 - $19,448
-570 Reduced 4.29%
12,706 $410,000
Q3 2021

Oct 13, 2021
SELL
$31.76 - $33.8 $36,206 - $38,532
-1,140 Reduced 7.91%
13,276 $435,000
Q2 2021

Jul 22, 2021
SELL
$32.42 - $34.94 $16,210 - $17,470
-500 Reduced 3.35%
14,416 $479,000
Q1 2021

Apr 29, 2021
BUY
$29.41 - $32.7 $10,764 - $11,968
366 Added 2.52%
14,916 $478,000
Q4 2020

Jan 19, 2021
BUY
$23.78 - $29.52 $41,733 - $51,807
1,755 Added 13.72%
14,550 $426,000
Q3 2020

Oct 23, 2020
BUY
$23.74 - $25.78 $16,166 - $17,556
681 Added 5.62%
12,795 $314,000
Q2 2020

Jul 14, 2020
SELL
$19.97 - $25.75 $7,488 - $9,656
-375 Reduced 3.0%
12,114 $287,000
Q1 2020

Apr 17, 2020
BUY
$18.2 - $29.21 $1,820 - $2,921
100 Added 0.81%
12,489 $262,000
Q4 2019

Jan 21, 2020
SELL
$26.73 - $29.12 $34,535 - $37,623
-1,292 Reduced 9.44%
12,389 $358,000
Q3 2019

Oct 15, 2019
BUY
$27.2 - $27.92 $34,680 - $35,598
1,275 Added 10.28%
13,681 $377,000
Q2 2019

Jul 11, 2019
BUY
N/A
1,199 Added 10.7%
12,406 $345,000
Q4 2018

Jan 15, 2019
BUY
N/A
425 Added 3.94%
11,207 $282,000
Q3 2018

Oct 10, 2018
BUY
N/A
3,432 Added 46.69%
10,782 $322,000
Q4 2017

Feb 12, 2018
BUY
N/A
7,350
7,350 $223,000

Others Institutions Holding FNDF

# of Institutions
681
Shares Held
297M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

FNDF Quotes by TradingView
  • Ticker FNDF
  • Sector ETFs
  • Industry ETFs
More about FNDF
Track This Portfolio

Track Kiley Juergens Wealth Management, LLC Portfolio

Follow Kiley Juergens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kiley Juergens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kiley Juergens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email