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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Quarterly reported holdings in Schwab Strategic Tr cmn by Kiley Juergens Wealth Management
| 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 |
More positions owned by Kiley Juergens Wealth Management
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