Schwab U S Broad Market ETF shares owned by Kiley Juergens Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Kiley Juergens Wealth Management
from 13F filings
Historical chart of Kiley Juergens Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Kiley Juergens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.6M | 59k | 61.05 |
| 2023-12-31 | $3.3M | 60k | 55.67 |
| 2023-09-30 | $3.0M | 60k | 49.85 |
| 2023-06-30 | $3.0M | 58k | 51.70 |
| 2023-03-31 | $2.8M | 58k | 47.85 |
| 2022-12-31 | $2.6M | 57k | 44.81 |
| 2022-09-30 | $2.4M | 57k | 41.99 |
| 2022-06-30 | $2.8M | 63k | 44.18 |
| 2022-03-31 | $3.3M | 62k | 53.39 |
| 2021-12-31 | $3.5M | 31k | 113.01 |
| 2021-09-30 | $3.2M | 30k | 103.83 |
| 2021-06-30 | $4.8M | 46k | 104.25 |
| 2021-03-31 | $3.9M | 40k | 96.70 |
| 2020-12-31 | $4.4M | 49k | 90.99 |
| 2018-09-30 | $65k | 936 | 69.44 |
| 2018-06-30 | $61k | 932 | 65.45 |
| 2017-12-31 | $59k | 922 | 63.99 |
More positions owned by Kiley Juergens Wealth Management
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