Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 36,798 shares of SCHE stock, worth $990,602. This represents 0.29% of its overall portfolio holdings.

Number of Shares

36,798

Previous 33,935 8.44%

Holding current value

$990,602

Previous $901,000 19.09%

% of portfolio

0.29%

Previous 0.26%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$25.45 - $29.53 $72,863 - $84,544	2,863 Added 8.44%	36,798 $1.07 Million
Q2 2024 Jul 23, 2024	BUY	$24.67 - $27.2 $35,426 - $39,059	1,436 Added 4.42%	33,935 $901,000
Q1 2024 Apr 18, 2024	BUY	$23.47 - $25.45 $28,727 - $31,150	1,224 Added 3.91%	32,499 $820,000
Q4 2023 Jan 30, 2024	BUY	$23.04 - $24.89 $31,703 - $34,248	1,376 Added 4.6%	31,275 $775,000
Q3 2023 Oct 17, 2023	BUY	$23.83 - $26.11 $42,155 - $46,188	1,769 Added 6.29%	29,899 $715,000
Q2 2023 Jul 26, 2023	BUY	$23.66 - $25.54 $14,621 - $15,783	618 Added 2.25%	28,130 $692,000
Q1 2023 May 02, 2023	BUY	$23.32 - $26.39 $8,465 - $9,579	363 Added 1.34%	27,512 $674,000
Q4 2022 Feb 06, 2023	BUY	$21.59 - $24.95 $3,368 - $3,892	156 Added 0.58%	27,149 $642,000
Q3 2022 Oct 11, 2022	BUY	$22.4 - $25.83 $28,582 - $32,959	1,276 Added 4.96%	26,993 $604,000
Q2 2022 Jul 29, 2022	BUY	$24.51 - $28.87 $251,227 - $295,917	10,250 Added 66.27%	25,717 $652,000
Q1 2022 Apr 27, 2022	SELL	$25.61 - $30.82 $249,134 - $299,816	-9,728 Reduced 38.61%	15,467 $430,000
Q1 2022 Apr 12, 2022	SELL	$25.61 - $30.82 $54,523 - $65,615	-2,129 Reduced 7.79%	25,195 $700,000
Q4 2021 Jan 20, 2022	BUY	$28.68 - $31.96 $111,307 - $124,036	3,881 Added 16.56%	27,324 $809,000
Q3 2021 Oct 13, 2021	BUY	$29.81 - $32.7 $127,080 - $139,400	4,263 Added 22.23%	23,443 $714,000
Q2 2021 Jul 22, 2021	BUY	$31.06 - $33.61 $153,405 - $165,999	4,939 Added 34.68%	19,180 $630,000
Q1 2021 Apr 29, 2021	BUY	$30.78 - $34.63 $126,198 - $141,983	4,100 Added 40.43%	14,241 $452,000
Q4 2020 Jan 19, 2021	BUY	$26.72 - $30.68 $270,967 - $311,125	10,141 New	10,141 $310,000
Q4 2018 Jan 15, 2019	SELL	N/A	-1,884 Closed	0 $0
Q2 2018 Jul 23, 2018	BUY	N/A	1,884 New	1,884 $48,000
Q1 2018 Apr 23, 2018	SELL	N/A	-1,884 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	N/A	1,884	1,884 $52,000

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History