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

Kiley Juergens Wealth Management, LLC

$385 Million
Q4 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 46,096 shares of SCHZ stock, worth $1.07 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

46,096

Previous 12,013 283.72%

Holding current value

$1.07 Million

Previous $570,000 83.51%

% of portfolio

0.27%

Previous 0.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$22.63 - $47.53 $771,298 - $1.62 Million	34,083 Added 283.72%	46,096 $1.05 Million
Q3 2024 Oct 15, 2024	SELL	$45.2 - $47.87 $36,160 - $38,296	-800 Reduced 6.24%	12,013 $570,000
Q2 2024 Jul 23, 2024	SELL	$44.66 - $45.99 $6,698 - $6,898	-150 Reduced 1.16%	12,813 $584,000
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	$46.62 - $50.36 $109,743 - $118,547	-2,354 Reduced 18.88%	10,114 $484,000
Q1 2022 Apr 27, 2022	SELL	$50.05 - $53.52 $158,858 - $169,872	-3,174 Reduced 20.29%	12,468 $631,000
Q1 2022 Apr 12, 2022	SELL	$50.05 - $53.52 $44,994 - $48,114	-899 Reduced 5.43%	15,642 $791,000
Q4 2021 Jan 20, 2022	SELL	$53.63 - $54.52 $138,204 - $140,498	-2,577 Reduced 13.48%	16,541 $892,000
Q3 2021 Oct 13, 2021	BUY	$54.26 - $55.17 $108 - $110	2 Added 0.01%	19,118 $1.04 Million
Q2 2021 Jul 22, 2021	SELL	$53.9 - $54.6 $16,008 - $16,216	-297 Reduced 1.53%	19,116 $1.04 Million
Q1 2021 Apr 29, 2021	BUY	$53.75 - $55.97 $379,421 - $395,092	7,059 Added 57.14%	19,413 $1.05 Million
Q4 2020 Jan 19, 2021	BUY	$55.56 - $56.23 $686,388 - $694,665	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

684

Shares Held

165M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

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