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 $1.16 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
37,782
Previous 38,150
0.96%
Holding current value
$1.16 Million
Previous $1.05 Million
8.28%
% of portfolio
0.27%
Previous 0.29%
Shares
24 transactions
Others Institutions Holding SCHE
# of Institutions
853Shares Held
149MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$614 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$555 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$301 Million0.38% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$110 Million4.22% of portfolio
-
Us Bancorp \De\3.45MShares$105 Million0.13% of portfolio