Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Us Large C stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 10,108 shares of SCHG stock, worth $1.06 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

10,108

Previous 10,198 0.88%

Holding current value

$1.06 Million

Previous $846,000 10.76%

% of portfolio

0.3%

Previous 0.29%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,188

Shares Held

165M

Call Options Held

148K

Put Options Held

24.3K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History