Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Kiley Juergens Wealth Management, LLC

  • $385 Million
  • Q4 2024

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 45,037 shares of SCHA stock, worth $1.2 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
45,037
Previous 22,757 97.9%
Holding current value
$1.2 Million
Previous $1.17 Million 0.6%
% of portfolio
0.3%
Previous 0.32%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$25.33 - $51.16 $564,352 - $1.14 Million
22,280 Added 97.9%
45,037 $1.16 Million
Q3 2024

Oct 15, 2024
BUY
$46.9 - $51.96 $9,192 - $10,184
196 Added 0.87%
22,757 $1.17 Million
Q2 2024

Jul 23, 2024
BUY
$45.24 - $49.04 $96,994 - $105,141
2,144 Added 10.5%
22,561 $1.07 Million
Q1 2024

Apr 18, 2024
SELL
$44.84 - $49.24 $11,299 - $12,408
-252 Reduced 1.22%
20,417 $1.01 Million
Q4 2023

Jan 30, 2024
SELL
$38.13 - $48.02 $13,002 - $16,374
-341 Reduced 1.62%
20,669 $976,000
Q3 2023

Oct 17, 2023
SELL
$40.85 - $46.1 $6,127 - $6,915
-150 Reduced 0.71%
21,010 $870,000
Q2 2023

Jul 26, 2023
BUY
$39.91 - $43.82 $7,463 - $8,194
187 Added 0.89%
21,160 $926,000
Q1 2023

May 02, 2023
BUY
$39.82 - $46.36 $15,370 - $17,894
386 Added 1.87%
20,973 $879,000
Q4 2022

Feb 06, 2023
BUY
$38.25 - $43.54 $16,485 - $18,765
431 Added 2.14%
20,587 $833,000
Q3 2022

Oct 11, 2022
SELL
$37.65 - $45.9 $124,960 - $152,342
-3,319 Reduced 14.14%
20,156 $761,000
Q2 2022

Jul 29, 2022
SELL
$37.88 - $48.01 $439,180 - $556,627
-11,594 Reduced 33.06%
23,475 $915,000
Q1 2022

Apr 27, 2022
BUY
$44.42 - $51.73 $547,520 - $637,623
12,326 Added 54.2%
35,069 $1.66 Million
Q1 2022

Apr 12, 2022
BUY
$44.42 - $51.73 $555,738 - $647,194
12,511 Added 122.27%
22,743 $1.08 Million
Q4 2021

Jan 20, 2022
BUY
$48.64 - $55.07 $497,684 - $563,476
10,232 New
10,232 $1.05 Million
Q3 2021

Oct 13, 2021
SELL
$48.3 - $52.49 $573,417 - $623,161
-11,872 Closed
0 $0
Q2 2021

Jul 22, 2021
SELL
$48.39 - $52.91 $5,903 - $6,455
-122 Reduced 1.02%
11,872 $1.24 Million
Q1 2021

Apr 29, 2021
BUY
$43.89 - $52.63 $3,511 - $4,210
80 Added 0.67%
11,994 $1.2 Million
Q4 2020

Jan 19, 2021
BUY
$34.66 - $45.17 $412,939 - $538,155
11,914 New
11,914 $1.06 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-1,303 Closed
0 $0
Q3 2018

Oct 10, 2018
BUY
N/A
30 Added 2.36%
1,303 $99,000
Q2 2018

Jul 23, 2018
BUY
N/A
1,273 New
1,273 $93,000
Q1 2018

Apr 23, 2018
SELL
N/A
-1,196 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
1,196
1,196 $83,000

Others Institutions Holding SCHA

# of Institutions
1,185
Shares Held
202M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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