Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Kiley Juergens Wealth Management, LLC
- $347 Million
- Q2 2024
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 33,935 shares of SCHE stock, worth $1.02 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
33,935
Previous 32,499
4.42%
Holding current value
$1.02 Million
Previous $820,000
9.88%
% of portfolio
0.26%
Previous 0.26%
Shares
20 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.98 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$664 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$587 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$218 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$96.2 Million3.96% of portfolio