Schwab Strategic Tr cmn shares owned by Kiley Juergens Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Kiley Juergens Wealth Management
from 13F filings
Historical chart of Kiley Juergens Wealth Management investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by Kiley Juergens Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.2M | 15k | 75.98 |
2023-12-31 | $1.0M | 14k | 70.10 |
2023-09-30 | $889k | 14k | 64.46 |
2023-06-30 | $930k | 14k | 67.09 |
2023-03-31 | $915k | 14k | 65.58 |
2022-12-31 | $919k | 14k | 66.02 |
2022-09-30 | $805k | 14k | 58.49 |
2022-06-30 | $826k | 13k | 62.38 |
2022-03-31 | $930k | 13k | 71.37 |
2021-12-31 | $824k | 11k | 73.19 |
2021-09-30 | $680k | 10k | 67.43 |
2021-06-30 | $687k | 10k | 68.28 |
2021-03-31 | $669k | 10k | 65.27 |
2018-09-30 | $145k | 2.6k | 55.75 |
2018-06-30 | $137k | 2.6k | 53.02 |
2017-12-31 | $140k | 2.6k | 54.52 |
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