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 11,804 shares of SCHX stock, worth $276,213. This represents 0.22% of its overall portfolio holdings.

Number of Shares

11,804

Previous 11,766 0.32%

Holding current value

$276,213

Previous $755,000 5.96%

% of portfolio

0.22%

Previous 0.22%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$61.11 - $67.85 $2,322 - $2,578	38 Added 0.32%	11,804 $800,000
Q2 2024 Jul 23, 2024	SELL	$58.7 - $64.78 $43,203 - $47,678	-736 Reduced 5.89%	11,766 $755,000
Q1 2024 Apr 18, 2024	BUY	$55.41 - $62.08 $3,102 - $3,476	56 Added 0.45%	12,502 $775,000
Q4 2023 Jan 30, 2024	BUY	$48.47 - $56.6 $26,513 - $30,960	547 Added 4.6%	12,446 $701,000
Q3 2023 Oct 17, 2023	SELL	$50.36 - $54.21 $29,208 - $31,441	-580 Reduced 4.65%	11,899 $602,000
Q2 2023 Jul 26, 2023	BUY	$47.67 - $52.37 $1,191 - $1,309	25 Added 0.2%	12,479 $653,000
Q1 2023 May 02, 2023	BUY	$44.78 - $49.41 $1,119 - $1,235	25 Added 0.2%	12,454 $602,000
Q4 2022 Feb 06, 2023	BUY	$42.25 - $48.16 $1,225 - $1,396	29 Added 0.23%	12,429 $561,000
Q3 2022 Oct 11, 2022	BUY	$42.35 - $51.01 $1,185 - $1,428	28 Added 0.23%	12,400 $525,000
Q2 2022 Jul 29, 2022	BUY	$43.35 - $54.51 $536,326 - $674,397	12,372 New	12,372 $552,000
Q4 2018 Jan 15, 2019	SELL	N/A	-3,154 Closed	0 $0
Q3 2018 Oct 10, 2018	BUY	N/A	336 Added 11.92%	3,154 $219,000
Q2 2018 Jul 23, 2018	BUY	N/A	2,818 New	2,818 $183,000
Q1 2018 Apr 23, 2018	SELL	N/A	-1,101 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	N/A	1,101	1,101 $70,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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