Schwab U S Large Cap Growth ETF shares owned by Kiley Juergens Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Kiley Juergens Wealth Management
from 13F filings
Historical chart of Kiley Juergens Wealth Management investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Kiley Juergens Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Kiley Juergens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 52k | 31.91 |
| 2025-06-30 | $1.5M | 50k | 29.21 |
| 2025-03-31 | $962k | 38k | 25.04 |
| 2024-12-31 | $1.0M | 37k | 27.87 |
| 2024-09-30 | $1.2M | 12k | 104.18 |
| 2024-06-30 | $1.0M | 10k | 100.84 |
| 2024-03-31 | $937k | 10k | 92.72 |
| 2023-12-31 | $846k | 10k | 82.96 |
| 2023-09-30 | $760k | 10k | 72.72 |
| 2023-06-30 | $775k | 10k | 74.95 |
| 2023-03-31 | $751k | 12k | 65.17 |
| 2022-12-31 | $590k | 11k | 55.56 |
| 2018-09-30 | $27k | 334 | 80.84 |
| 2018-06-30 | $25k | 334 | 74.85 |
| 2017-12-31 | $2.0k | 32 | 62.50 |
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