Kiley Juergens Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Kiley Juergens Wealth Management, LLC

  • $362 Million
  • Q1 2025

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 11,987 shares of SCHM stock, worth $293,681. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,987
Previous 10,383 15.45%
Holding current value
$293,681
Previous $287,000 9.41%
% of portfolio
0.09%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$25.58 - $29.24 $41,030 - $46,900
1,604 Added 15.45%
11,987 $314,000
Q4 2024

Jan 16, 2025
BUY
$27.54 - $83.04 $285,947 - $862,204
10,383 New
10,383 $287,000
Q4 2018

Jan 15, 2019
SELL
N/A
-1 Closed
0 $0
Q2 2018

Jul 23, 2018
BUY
N/A
1 New
1 $0
Q1 2018

Apr 23, 2018
SELL
N/A
-1 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
1
1 $0

Others Institutions Holding SCHM

# of Institutions
1,005
Shares Held
274M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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