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

Kiley Juergens Wealth Management, LLC

  • $417 Million
  • Q2 2025

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 45,526 shares of SCHV stock, worth $1.29 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
45,526
Previous 43,013 5.84%
Holding current value
$1.29 Million
Previous $1.14 Million 10.15%
% of portfolio
0.3%
Previous 0.32%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$23.55 - $27.67 $59,181 - $69,534
2,513 Added 5.84%
45,526 $1.26 Million
Q1 2025

Apr 21, 2025
BUY
$25.77 - $27.6 $67,285 - $72,063
2,611 Added 6.46%
43,013 $1.14 Million
Q4 2024

Jan 16, 2025
BUY
$25.79 - $80.4 $625,484 - $1.95 Million
24,253 Added 150.18%
40,402 $1.05 Million
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
947
Shares Held
337M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Kiley Juergens Wealth Management, LLC Portfolio

Follow Kiley Juergens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kiley Juergens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kiley Juergens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email