Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Kiley Juergens Wealth Management, LLC
- $311 Million
- Q1 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 23,019 shares of SCHF stock, worth $903,725. This represents 0.29% of its overall portfolio holdings.
Number of Shares
23,019
Previous 25,178
8.57%
Holding current value
$903,725
Previous $930,000
3.44%
% of portfolio
0.29%
Previous 0.32%
Shares
22 transactions
Others Institutions Holding SCHF
# of Institutions
1,165Shares Held
821MCall Options Held
55.1KPut Options Held
13.3K-
Northwestern Mutual Wealth Management CO141MShares$5.53 Billion5.65% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO79.4MShares$3.12 Billion11.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA77MShares$3.02 Billion6.78% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.3MShares$3 Billion4.09% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.8 Billion11.16% of portfolio