Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Us Large C stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 11,536 shares of SCHG stock, worth $326,584. This represents 0.32% of its overall portfolio holdings.

Number of Shares
11,536
Previous 10,383 11.1%
Holding current value
$326,584
Previous $1.05 Million 14.71%
% of portfolio
0.32%
Previous 0.3%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$92.63 - $105.69 $106,802 - $121,860
1,153 Added 11.1%
11,536 $1.2 Million
Q2 2024

Jul 23, 2024
BUY
$87.04 - $101.61 $23,936 - $27,942
275 Added 2.72%
10,383 $1.05 Million
Q1 2024

Apr 18, 2024
SELL
$80.6 - $93.32 $7,253 - $8,398
-90 Reduced 0.88%
10,108 $937,000
Q4 2023

Jan 30, 2024
SELL
$70.08 - $83.37 $17,239 - $20,509
-246 Reduced 2.36%
10,198 $846,000
Q3 2023

Oct 17, 2023
BUY
$71.99 - $78.02 $7,702 - $8,348
107 Added 1.04%
10,444 $759,000
Q2 2023

Jul 26, 2023
SELL
$63.6 - $74.95 $75,874 - $89,415
-1,193 Reduced 10.35%
10,337 $774,000
Q1 2023

May 02, 2023
BUY
$54.19 - $65.17 $49,529 - $59,565
914 Added 8.61%
11,530 $751,000
Q4 2022

Feb 06, 2023
BUY
$54.31 - $60.76 $576,554 - $645,028
10,616 New
10,616 $589,000
Q4 2018

Jan 15, 2019
SELL
N/A
-334 Closed
0 $0
Q2 2018

Jul 23, 2018
BUY
N/A
334 New
334 $25,000
Q1 2018

Apr 23, 2018
SELL
N/A
-32 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
32
32 $2,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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