Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History

Kiley Juergens Wealth Management, LLC

$372 Million
Q3 2024

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 26,635 shares of SCHF stock, worth $512,723. This represents 0.29% of its overall portfolio holdings.

Number of Shares

26,635

Previous 25,328 5.16%

Holding current value

$512,723

Previous $973,000 12.54%

% of portfolio

0.29%

Previous 0.28%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$36.98 - $41.55 $48,332 - $54,305	1,307 Added 5.16%	26,635 $1.1 Million
Q2 2024 Jul 23, 2024	BUY	$37.19 - $39.82 $85,871 - $91,944	2,309 Added 10.03%	25,328 $973,000
Q1 2024 Apr 18, 2024	SELL	$35.71 - $39.11 $77,097 - $84,438	-2,159 Reduced 8.57%	23,019 $898,000
Q4 2023 Jan 30, 2024	SELL	$32.37 - $37.01 $16,961 - $19,393	-524 Reduced 2.04%	25,178 $930,000
Q3 2023 Oct 17, 2023	BUY	$33.82 - $36.71 $51,304 - $55,689	1,517 Added 6.27%	25,702 $872,000
Q2 2023 Jul 26, 2023	BUY	$34.48 - $36.54 $6,827 - $7,234	198 Added 0.83%	24,185 $862,000
Q1 2023 May 02, 2023	BUY	$32.42 - $35.44 $486 - $531	15 Added 0.06%	23,987 $834,000
Q4 2022 Feb 06, 2023	SELL	$28.0 - $33.87 $83,916 - $101,508	-2,997 Reduced 11.11%	23,972 $772,000
Q3 2022 Oct 11, 2022	SELL	$28.01 - $33.61 $60,669 - $72,799	-2,166 Reduced 7.43%	26,969 $758,000
Q2 2022 Jul 29, 2022	BUY	$31.13 - $37.19 $318,304 - $380,267	10,225 Added 54.07%	29,135 $916,000
Q1 2022 Apr 27, 2022	SELL	$33.67 - $39.47 $336,430 - $394,384	-9,992 Reduced 34.57%	18,910 $694,000
Q1 2022 Apr 12, 2022	BUY	$33.67 - $39.47 $29,562 - $34,654	878 Added 3.13%	28,902 $1.06 Million
Q4 2021 Jan 20, 2022	BUY	$37.77 - $40.6 $54,766 - $58,870	1,450 Added 5.46%	28,024 $1.09 Million
Q3 2021 Oct 13, 2021	SELL	$38.35 - $40.79 $69,797 - $74,237	-1,820 Reduced 6.41%	26,574 $1.03 Million
Q2 2021 Jul 22, 2021	BUY	$38.15 - $40.84 $140,697 - $150,617	3,688 Added 14.93%	28,394 $1.12 Million
Q1 2021 Apr 29, 2021	BUY	$35.74 - $38.15 $115,690 - $123,491	3,237 Added 15.08%	24,706 $929,000
Q4 2020 Jan 19, 2021	BUY	$30.32 - $36.26 $83,380 - $99,715	2,750 Added 14.69%	21,469 $773,000
Q3 2020 Oct 23, 2020	BUY	$29.85 - $32.42 $51,640 - $56,086	1,730 Added 10.18%	18,719 $587,000
Q2 2020 Jul 14, 2020	BUY	$24.62 - $31.42 $418,269 - $533,794	16,989 New	16,989 $505,000
Q4 2018 Jan 15, 2019	SELL	N/A	-4,606 Closed	0 $0
Q3 2018 Oct 10, 2018	BUY	N/A	126 Added 2.81%	4,606 $154,000
Q2 2018 Jul 23, 2018	BUY	N/A	4,480 New	4,480 $148,000
Q1 2018 Apr 23, 2018	SELL	N/A	-4,468 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	N/A	4,468	4,468 $152,000

Others Institutions Holding SCHF

# of Institutions

1,270

Shares Held

774M

Call Options Held

80.7K

Put Options Held

8.3K

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About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History