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

Kiley Juergens Wealth Management, LLC

  • $436 Million
  • Q3 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 39,009 shares of SCHE stock, worth $1.32 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
39,009
Previous 37,782 3.25%
Holding current value
$1.32 Million
Previous $1.14 Million 14.32%
% of portfolio
0.3%
Previous 0.27%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$30.13 - $33.37 $36,969 - $40,944
1,227 Added 3.25%
39,009 $1.3 Million
Q2 2025

Jul 16, 2025
SELL
$24.38 - $30.18 $8,971 - $11,106
-368 Reduced 0.96%
37,782 $1.14 Million
Q1 2025

Apr 21, 2025
SELL
$25.81 - $28.52 $8,207 - $9,069
-318 Reduced 0.83%
38,150 $1.05 Million
Q4 2024

Jan 16, 2025
BUY
$26.63 - $30.23 $44,472 - $50,484
1,670 Added 4.54%
38,468 $1.02 Million
Q3 2024

Oct 15, 2024
BUY
$25.45 - $29.53 $72,863 - $84,544
2,863 Added 8.44%
36,798 $1.07 Million
Q2 2024

Jul 23, 2024
BUY
$24.67 - $27.2 $35,426 - $39,059
1,436 Added 4.42%
33,935 $901,000
Q1 2024

Apr 18, 2024
BUY
$23.47 - $25.45 $28,727 - $31,150
1,224 Added 3.91%
32,499 $820,000
Q4 2023

Jan 30, 2024
BUY
$23.04 - $24.89 $31,703 - $34,248
1,376 Added 4.6%
31,275 $775,000
Q3 2023

Oct 17, 2023
BUY
$23.83 - $26.11 $42,155 - $46,188
1,769 Added 6.29%
29,899 $715,000
Q2 2023

Jul 26, 2023
BUY
$23.66 - $25.54 $14,621 - $15,783
618 Added 2.25%
28,130 $692,000
Q1 2023

May 02, 2023
BUY
$23.32 - $26.39 $8,465 - $9,579
363 Added 1.34%
27,512 $674,000
Q4 2022

Feb 06, 2023
BUY
$21.59 - $24.95 $3,368 - $3,892
156 Added 0.58%
27,149 $642,000
Q3 2022

Oct 11, 2022
BUY
$22.4 - $25.83 $28,582 - $32,959
1,276 Added 4.96%
26,993 $604,000
Q2 2022

Jul 29, 2022
BUY
$24.51 - $28.87 $251,227 - $295,917
10,250 Added 66.27%
25,717 $652,000
Q1 2022

Apr 27, 2022
SELL
$25.61 - $30.82 $249,134 - $299,816
-9,728 Reduced 38.61%
15,467 $430,000
Q1 2022

Apr 12, 2022
SELL
$25.61 - $30.82 $54,523 - $65,615
-2,129 Reduced 7.79%
25,195 $700,000
Q4 2021

Jan 20, 2022
BUY
$28.68 - $31.96 $111,307 - $124,036
3,881 Added 16.56%
27,324 $809,000
Q3 2021

Oct 13, 2021
BUY
$29.81 - $32.7 $127,080 - $139,400
4,263 Added 22.23%
23,443 $714,000
Q2 2021

Jul 22, 2021
BUY
$31.06 - $33.61 $153,405 - $165,999
4,939 Added 34.68%
19,180 $630,000
Q1 2021

Apr 29, 2021
BUY
$30.78 - $34.63 $126,198 - $141,983
4,100 Added 40.43%
14,241 $452,000
Q4 2020

Jan 19, 2021
BUY
$26.72 - $30.68 $270,967 - $311,125
10,141 New
10,141 $310,000
Q4 2018

Jan 15, 2019
SELL
N/A
-1,884 Closed
0 $0
Q2 2018

Jul 23, 2018
BUY
N/A
1,884 New
1,884 $48,000
Q1 2018

Apr 23, 2018
SELL
N/A
-1,884 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
1,884
1,884 $52,000

Others Institutions Holding SCHE

# of Institutions
894
Shares Held
156M
Call Options Held
18.3K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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