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

Kiley Juergens Wealth Management, LLC

  • $311 Million
  • Q1 2024

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 140,909 shares of SCHD stock, worth $10.9 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares
140,909
Previous 129,977 8.41%
Holding current value
$10.9 Million
Previous $9.9 Million 14.82%
% of portfolio
3.65%
Previous 3.44%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$75.25 - $80.63 $822,633 - $881,447
10,932 Added 8.41%
140,909 $11.4 Million
Q4 2023

Jan 30, 2024
BUY
$66.9 - $76.32 $469,571 - $535,690
7,019 Added 5.71%
129,977 $9.9 Million
Q3 2023

Oct 17, 2023
BUY
$70.63 - $75.66 $213,585 - $228,795
3,024 Added 2.52%
122,958 $8.7 Million
Q2 2023

Jul 26, 2023
BUY
$69.18 - $73.94 $327,844 - $350,401
4,739 Added 4.11%
119,934 $8.71 Million
Q1 2023

May 02, 2023
BUY
$70.28 - $78.03 $334,743 - $371,656
4,763 Added 4.31%
115,195 $8.43 Million
Q4 2022

Feb 06, 2023
BUY
$73.08 - $79.06 $180,361 - $195,120
2,468 Added 2.29%
110,432 $8.34 Million
Q3 2022

Oct 11, 2022
BUY
N/A
7,793 Added 7.78%
107,964 $7.17 Million
Q2 2022

Jul 29, 2022
BUY
N/A
55,276 Added 123.12%
100,171 $7.18 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-49,088 Reduced 52.23%
44,895 $3.54 Million
Q1 2022

Apr 12, 2022
BUY
N/A
9,464 Added 11.2%
93,983 $7.41 Million
Q4 2021

Jan 20, 2022
BUY
N/A
5,216 Added 6.58%
84,519 $6.83 Million
Q3 2021

Oct 13, 2021
BUY
N/A
7,911 Added 11.08%
79,303 $5.89 Million
Q2 2021

Jul 22, 2021
BUY
N/A
9,697 Added 15.72%
71,392 $5.4 Million
Q1 2021

Apr 29, 2021
BUY
N/A
10,045 Added 19.45%
61,695 $4.5 Million
Q4 2020

Jan 19, 2021
BUY
N/A
4,130 Added 8.69%
51,650 $3.31 Million
Q3 2020

Oct 23, 2020
BUY
N/A
5,340 Added 12.66%
47,520 $2.63 Million
Q2 2020

Jul 14, 2020
BUY
N/A
17,092 Added 68.13%
42,180 $2.18 Million
Q1 2020

Apr 17, 2020
BUY
N/A
14,507 Added 137.1%
25,088 $1.13 Million
Q4 2019

Jan 21, 2020
BUY
N/A
117 Added 1.12%
10,581 $612,000
Q3 2019

Oct 15, 2019
BUY
N/A
68 Added 0.65%
10,464 $573,000
Q2 2019

Jul 11, 2019
BUY
N/A
10,396 New
10,396 $551,000
Q4 2018

Jan 15, 2019
SELL
N/A
-5,398 Closed
0 $0
Q3 2018

Oct 10, 2018
BUY
N/A
1,595 Added 41.94%
5,398 $286,000
Q2 2018

Jul 23, 2018
BUY
N/A
3,803 New
3,803 $187,000
Q1 2018

Apr 23, 2018
SELL
N/A
-3,410 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
3,410
3,410 $174,000

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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