Kiley Juergens Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Kiley Juergens Wealth Management, LLC
- $362 Million
- Q1 2025
A detailed history of Kiley Juergens Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 11,987 shares of SCHM stock, worth $304,469. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,987
Previous 10,383
15.45%
Holding current value
$304,469
Previous $287,000
9.41%
% of portfolio
0.09%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.51 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$726 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$193 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$190 Million2.94% of portfolio