Kiley Juergens Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History

Kiley Juergens Wealth Management, LLC

$372 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 15, 2019	SELL	N/A	-109 Closed	0 $0
Q3 2018 Oct 10, 2018	BUY	N/A	100 Added 1111.11%	109 $3,000
Q2 2018 Jul 23, 2018	BUY	N/A	9 New	9 $0

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

39.5M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

28.6M
Shares

$834 Million
3.25% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$105 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$61.2 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$37 Million
5.84% of portfolio
Waddell & Associates, LLC

963K
Shares

$28.1 Million
6.53% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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