Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Kiley Juergens Wealth Management, LLC
- $417 Million
- Q2 2025
A detailed history of Kiley Juergens Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 37,782 shares of SCHE stock, worth $1.28 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
37,782
Previous 38,150
0.96%
Holding current value
$1.28 Million
Previous $1.05 Million
8.28%
% of portfolio
0.27%
Previous 0.29%
Shares
24 transactions
Others Institutions Holding SCHE
# of Institutions
867Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$662 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$597 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$344 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$128 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$125 Million0.08% of portfolio