Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Kiley Juergens Wealth Management, LLC
- $362 Million
- Q1 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 33,022 shares of SCHX stock, worth $718,558. This represents 0.2% of its overall portfolio holdings.
Number of Shares
33,022
Previous 35,468
6.9%
Holding current value
$718,558
Previous $822,000
11.31%
% of portfolio
0.2%
Previous 0.21%
Shares
17 transactions
Others Institutions Holding SCHX
# of Institutions
1,480Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.49 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.79 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$765 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$719 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$571 Million8.63% of portfolio