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

Kiley Juergens Wealth Management, LLC

$311 Million
Q1 2024

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 12,963 shares of SCHZ stock, worth $587,483. This represents 0.19% of its overall portfolio holdings.

Number of Shares

12,963

Holding current value

$587,483

% of portfolio

0.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	-2,354 Reduced 18.88%	10,114 $484,000
Q1 2022 Apr 27, 2022	SELL	N/A	-3,174 Reduced 20.29%	12,468 $631,000
Q1 2022 Apr 12, 2022	SELL	N/A	-899 Reduced 5.43%	15,642 $791,000
Q4 2021 Jan 20, 2022	SELL	N/A	-2,577 Reduced 13.48%	16,541 $892,000

Q3 2021 Oct 13, 2021	BUY	N/A	2 Added 0.01%	19,118 $1.04 Million
Q2 2021 Jul 22, 2021	SELL	N/A	-297 Reduced 1.53%	19,116 $1.04 Million
Q1 2021 Apr 29, 2021	BUY	N/A	7,059 Added 57.14%	19,413 $1.05 Million
Q4 2020 Jan 19, 2021	BUY	N/A	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

603

Shares Held

105M

Call Options Held

600

Put Options Held

3.6K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

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.

Account

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