Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Kiley Juergens Wealth Management, LLC

  • $441 Million
  • Q4 2025

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 184,836 shares of SCHB stock, worth $4.77 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
184,836
Previous 176,637 4.64%
Holding current value
$4.77 Million
Previous $4.54 Million 5.09%
% of portfolio
1.08%
Previous 1.04%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$25.2 - $26.46 $206,614 - $216,945
8,199 Added 4.64%
184,836 $4.77 Million
Q3 2025

Oct 22, 2025
SELL
$23.82 - $25.84 $52,642 - $57,106
-2,210 Reduced 1.24%
176,637 $4.54 Million
Q2 2025

Jul 16, 2025
BUY
$19.1 - $23.83 $85,186 - $106,281
4,460 Added 2.56%
178,847 $4.26 Million
Q1 2025

Apr 21, 2025
BUY
$21.23 - $23.75 $143,769 - $160,835
6,772 Added 4.04%
174,387 $3.75 Million
Q4 2024

Jan 16, 2025
BUY
$22.01 - $66.82 $2.37 Million - $7.21 Million
107,888 Added 180.64%
167,615 $3.8 Million
Q3 2024

Oct 15, 2024
BUY
$59.93 - $66.52 $15,102 - $16,763
252 Added 0.42%
59,727 $3.97 Million
Q2 2024

Jul 23, 2024
BUY
$57.57 - $63.3 $9,383 - $10,317
163 Added 0.27%
59,475 $3.74 Million
Q1 2024

Apr 18, 2024
SELL
$54.61 - $61.05 $19,604 - $21,916
-359 Reduced 0.6%
59,312 $3.62 Million
Q4 2023

Jan 30, 2024
SELL
$47.61 - $55.91 $11,569 - $13,586
-243 Reduced 0.41%
59,671 $3.32 Million
Q3 2023

Oct 17, 2023
BUY
$49.59 - $53.57 $92,336 - $99,747
1,862 Added 3.21%
59,914 $2.99 Million
Q2 2023

Jul 26, 2023
BUY
$47.08 - $51.7 $988 - $1,085
21 Added 0.04%
58,052 $3 Million
Q1 2023

May 02, 2023
BUY
$44.47 - $49.23 $47,271 - $52,331
1,063 Added 1.87%
58,031 $2.78 Million
Q4 2022

Feb 06, 2023
BUY
$41.94 - $47.81 $11,869 - $13,530
283 Added 0.5%
56,968 $2.55 Million
Q3 2022

Oct 11, 2022
SELL
$41.99 - $50.63 $244,591 - $294,919
-5,825 Reduced 9.32%
56,685 $2.38 Million
Q2 2022

Jul 29, 2022
SELL
$42.93 - $53.98 $652,707 - $820,711
-15,204 Reduced 19.56%
62,510 $2.76 Million
Q1 2022

Apr 27, 2022
BUY
$49.15 - $56.85 $758,876 - $877,764
15,440 Added 24.79%
77,714 $4.15 Million
Q1 2022

Apr 12, 2022
BUY
$49.15 - $56.85 $1.54 Million - $1.78 Million
31,312 Added 101.13%
62,274 $3.33 Million
Q4 2021

Jan 20, 2022
BUY
$51.87 - $56.86 $28,424 - $31,159
548 Added 1.8%
30,962 $3.5 Million
Q3 2021

Oct 13, 2021
SELL
$51.32 - $54.83 $787,813 - $841,695
-15,351 Reduced 33.54%
30,414 $3.16 Million
Q2 2021

Jul 22, 2021
BUY
$48.92 - $52.14 $289,606 - $308,668
5,920 Added 14.86%
45,765 $4.77 Million
Q1 2021

Apr 29, 2021
SELL
$44.89 - $48.81 $394,538 - $428,991
-8,789 Reduced 18.07%
39,845 $3.85 Million
Q4 2020

Jan 19, 2021
BUY
$39.03 - $45.5 $1.9 Million - $2.21 Million
48,634 New
48,634 $4.43 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-936 Closed
0 $0
Q3 2018

Oct 10, 2018
BUY
N/A
4 Added 0.43%
936 $65,000
Q2 2018

Jul 23, 2018
BUY
N/A
932 New
932 $61,000
Q1 2018

Apr 23, 2018
SELL
N/A
-922 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
922
922 $59,000

Others Institutions Holding SCHB

# of Institutions
1,393
Shares Held
496M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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