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 16,149 shares of SCHV stock, worth $423,588. This represents 0.35% of its overall portfolio holdings.

Number of Shares

16,149

Previous 15,764 2.44%

Holding current value

$423,588

Previous $1.17 Million 11.14%

% of portfolio

0.35%

Previous 0.34%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$73.43 - $80.37 $28,270 - $30,942	385 Added 2.44%	16,149 $1.3 Million
Q2 2024 Jul 23, 2024	BUY	$71.74 - $75.86 $28,050 - $29,661	391 Added 2.54%	15,764 $1.17 Million
Q1 2024 Apr 18, 2024	BUY	$68.82 - $75.98 $66,824 - $73,776	971 Added 6.74%	15,373 $1.17 Million
Q4 2023 Jan 30, 2024	BUY	$61.16 - $70.24 $37,062 - $42,565	606 Added 4.39%	14,402 $1.01 Million
Q3 2023 Oct 17, 2023	SELL	$64.45 - $69.39 $4,447 - $4,787	-69 Reduced 0.5%	13,796 $889,000
Q2 2023 Jul 26, 2023	SELL	$63.33 - $67.21 $5,699 - $6,048	-90 Reduced 0.64%	13,865 $930,000
Q1 2023 May 02, 2023	BUY	$62.59 - $69.3 $2,691 - $2,979	43 Added 0.31%	13,955 $915,000
Q4 2022 Feb 06, 2023	BUY	$59.13 - $69.24 $8,810 - $10,316	149 Added 1.08%	13,912 $918,000
Q3 2022 Oct 11, 2022	BUY	$58.51 - $69.02 $30,483 - $35,959	521 Added 3.93%	13,763 $805,000
Q2 2022 Jul 29, 2022	BUY	$60.93 - $72.3 $12,917 - $15,327	212 Added 1.63%	13,242 $826,000
Q1 2022 Apr 12, 2022	BUY	$67.71 - $74.19 $119,982 - $131,464	1,772 Added 15.74%	13,030 $930,000
Q4 2021 Jan 20, 2022	BUY	$67.9 - $73.3 $79,714 - $86,054	1,174 Added 11.64%	11,258 $824,000
Q3 2021 Oct 13, 2021	BUY	$66.91 - $71.05 $1,538 - $1,634	23 Added 0.23%	10,084 $680,000
Q2 2021 Jul 22, 2021	SELL	$65.81 - $69.75 $12,438 - $13,182	-189 Reduced 1.84%	10,061 $687,000
Q1 2021 Apr 29, 2021	BUY	$58.71 - $65.66 $601,777 - $673,015	10,250 New	10,250 $669,000
Q4 2018 Jan 15, 2019	SELL	N/A	-2,601 Closed	0 $0
Q3 2018 Oct 10, 2018	BUY	N/A	17 Added 0.66%	2,601 $145,000
Q2 2018 Jul 23, 2018	BUY	N/A	2,584 New	2,584 $137,000
Q1 2018 Apr 23, 2018	SELL	N/A	-2,568 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	N/A	2,568	2,568 $140,000

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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