Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 167,615 shares of SCHB stock, worth $3.84 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
167,615
Previous 59,727
180.64%
Holding current value
$3.84 Million
Previous $3.97 Million
4.25%
% of portfolio
0.99%
Previous 1.07%
Shares
23 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$407 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$263 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$234 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$214 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$205 Million19.23% of portfolio