Kiley Juergens Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Kiley Juergens Wealth Management, LLC

  • $417 Million
  • Q2 2025

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 55,053 shares of SCHZ stock, worth $1.27 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
55,053
Previous 54,496 1.02%
Holding current value
$1.27 Million
Previous $1.26 Million 0.95%
% of portfolio
0.31%
Previous 0.35%

Shares

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

Jul 16, 2025
BUY
$22.68 - $23.28 $12,632 - $12,966
557 Added 1.02%
55,053 $1.27 Million
Q1 2025

Apr 21, 2025
BUY
$22.46 - $23.26 $188,664 - $195,384
8,400 Added 18.22%
54,496 $1.26 Million
Q4 2024

Jan 16, 2025
BUY
$22.63 - $47.53 $771,298 - $1.62 Million
34,083 Added 283.72%
46,096 $1.05 Million
Q3 2024

Oct 15, 2024
SELL
$45.2 - $47.87 $36,160 - $38,296
-800 Reduced 6.24%
12,013 $570,000
Q2 2024

Jul 23, 2024
SELL
$44.66 - $45.99 $6,698 - $6,898
-150 Reduced 1.16%
12,813 $584,000
Q1 2024

Apr 18, 2024
BUY
$45.44 - $46.67 $589,038 - $604,983
12,963 New
12,963 $596,000
Q2 2022

Jul 29, 2022
SELL
$46.62 - $50.36 $109,743 - $118,547
-2,354 Reduced 18.88%
10,114 $484,000
Q1 2022

Apr 27, 2022
SELL
$50.05 - $53.52 $158,858 - $169,872
-3,174 Reduced 20.29%
12,468 $631,000
Q1 2022

Apr 12, 2022
SELL
$50.05 - $53.52 $44,994 - $48,114
-899 Reduced 5.43%
15,642 $791,000
Q4 2021

Jan 20, 2022
SELL
$53.63 - $54.52 $138,204 - $140,498
-2,577 Reduced 13.48%
16,541 $892,000
Q3 2021

Oct 13, 2021
BUY
$54.26 - $55.17 $108 - $110
2 Added 0.01%
19,118 $1.04 Million
Q2 2021

Jul 22, 2021
SELL
$53.9 - $54.6 $16,008 - $16,216
-297 Reduced 1.53%
19,116 $1.04 Million
Q1 2021

Apr 29, 2021
BUY
$53.75 - $55.97 $379,421 - $395,092
7,059 Added 57.14%
19,413 $1.05 Million
Q4 2020

Jan 19, 2021
BUY
$55.56 - $56.23 $686,388 - $694,665
12,354 New
12,354 $692,000
Q4 2018

Jan 15, 2019
SELL
N/A
-387 Closed
0 $0
Q2 2018

Jul 23, 2018
BUY
N/A
387 New
387 $19,000
Q1 2018

Apr 23, 2018
SELL
N/A
-387 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
387
387 $20,000

Others Institutions Holding SCHZ

# of Institutions
708
Shares Held
169M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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