Kiley Juergens Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Kiley Juergens Wealth Management, LLC

  • $385 Million
  • Q4 2024

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 40,402 shares of SCHV stock, worth $1.1 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
40,402
Previous 16,149 150.18%
Holding current value
$1.1 Million
Previous $1.3 Million 18.81%
% of portfolio
0.27%
Previous 0.35%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$25.79 - $80.4 $625,484 - $1.95 Million
24,253 Added 150.18%
40,402 $1.05 Million
Q3 2024

Oct 15, 2024
BUY
$73.43 - $80.37 $28,270 - $30,942
385 Added 2.44%
16,149 $1.3 Million
Q2 2024

Jul 23, 2024
BUY
$71.74 - $75.86 $28,050 - $29,661
391 Added 2.54%
15,764 $1.17 Million
Q1 2024

Apr 18, 2024
BUY
$68.82 - $75.98 $66,824 - $73,776
971 Added 6.74%
15,373 $1.17 Million
Q4 2023

Jan 30, 2024
BUY
$61.16 - $70.24 $37,062 - $42,565
606 Added 4.39%
14,402 $1.01 Million
Q3 2023

Oct 17, 2023
SELL
$64.45 - $69.39 $4,447 - $4,787
-69 Reduced 0.5%
13,796 $889,000
Q2 2023

Jul 26, 2023
SELL
$63.33 - $67.21 $5,699 - $6,048
-90 Reduced 0.64%
13,865 $930,000
Q1 2023

May 02, 2023
BUY
$62.59 - $69.3 $2,691 - $2,979
43 Added 0.31%
13,955 $915,000
Q4 2022

Feb 06, 2023
BUY
$59.13 - $69.24 $8,810 - $10,316
149 Added 1.08%
13,912 $918,000
Q3 2022

Oct 11, 2022
BUY
$58.51 - $69.02 $30,483 - $35,959
521 Added 3.93%
13,763 $805,000
Q2 2022

Jul 29, 2022
BUY
$60.93 - $72.3 $12,917 - $15,327
212 Added 1.63%
13,242 $826,000
Q1 2022

Apr 12, 2022
BUY
$67.71 - $74.19 $119,982 - $131,464
1,772 Added 15.74%
13,030 $930,000
Q4 2021

Jan 20, 2022
BUY
$67.9 - $73.3 $79,714 - $86,054
1,174 Added 11.64%
11,258 $824,000
Q3 2021

Oct 13, 2021
BUY
$66.91 - $71.05 $1,538 - $1,634
23 Added 0.23%
10,084 $680,000
Q2 2021

Jul 22, 2021
SELL
$65.81 - $69.75 $12,438 - $13,182
-189 Reduced 1.84%
10,061 $687,000
Q1 2021

Apr 29, 2021
BUY
$58.71 - $65.66 $601,777 - $673,015
10,250 New
10,250 $669,000
Q4 2018

Jan 15, 2019
SELL
N/A
-2,601 Closed
0 $0
Q3 2018

Oct 10, 2018
BUY
N/A
17 Added 0.66%
2,601 $145,000
Q2 2018

Jul 23, 2018
BUY
N/A
2,584 New
2,584 $137,000
Q1 2018

Apr 23, 2018
SELL
N/A
-2,568 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
2,568
2,568 $140,000

Others Institutions Holding SCHV

# of Institutions
849
Shares Held
138M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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