Kiley Juergens Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Kiley Juergens Wealth Management, LLC
- $385 Million
- Q4 2024
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 10,383 shares of SCHM stock, worth $271,723. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,383Holding current value
$271,723% of portfolio
0.07%Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio