Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Kiley Juergens Wealth Management, LLC
- $385 Million
- Q4 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 35,468 shares of SCHX stock, worth $778,877. This represents 0.21% of its overall portfolio holdings.
Number of Shares
35,468
Previous 11,804
200.47%
Holding current value
$778,877
Previous $800,000
2.75%
% of portfolio
0.21%
Previous 0.22%
Shares
16 transactions
Others Institutions Holding SCHX
# of Institutions
1,478Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.53 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$772 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$706 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$576 Million8.63% of portfolio