Schwab U S Small Cap ETF shares owned by Kiley Juergens Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Kiley Juergens Wealth Management
from 13F filings
Historical chart of Kiley Juergens Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Kiley Juergens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 54k | 27.90 |
| 2025-06-30 | $1.3M | 53k | 25.30 |
| 2025-03-31 | $1.1M | 48k | 23.43 |
| 2024-12-31 | $1.2M | 45k | 25.86 |
| 2024-09-30 | $1.2M | 23k | 51.50 |
| 2024-06-30 | $1.1M | 23k | 47.45 |
| 2024-03-31 | $1.0M | 20k | 49.24 |
| 2023-12-31 | $976k | 21k | 47.24 |
| 2023-09-30 | $870k | 21k | 41.42 |
| 2023-06-30 | $927k | 21k | 43.80 |
| 2023-03-31 | $879k | 21k | 41.93 |
| 2022-12-31 | $834k | 21k | 40.51 |
| 2022-09-30 | $761k | 20k | 37.76 |
| 2022-06-30 | $915k | 24k | 38.98 |
| 2022-03-31 | $1.1M | 23k | 47.36 |
| 2021-12-31 | $1.0M | 10k | 102.42 |
| 2021-06-30 | $1.2M | 12k | 104.11 |
| 2021-03-31 | $1.2M | 12k | 99.63 |
| 2020-12-31 | $1.1M | 12k | 88.97 |
| 2018-09-30 | $99k | 1.3k | 75.98 |
| 2018-06-30 | $93k | 1.3k | 73.06 |
| 2017-12-31 | $83k | 1.2k | 69.40 |
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