Charles Schwab Corporation shares owned by Kiley Juergens Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Kiley Juergens Wealth Management
from 13F filings
Historical chart of Kiley Juergens Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Kiley Juergens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $442k | 4.7k | 93.98 |
| 2023-09-30 | $613k | 11k | 54.90 |
| 2023-06-30 | $591k | 10k | 56.68 |
| 2023-03-31 | $547k | 10k | 52.38 |
| 2022-12-31 | $869k | 10k | 83.26 |
| 2022-09-30 | $749k | 10k | 71.81 |
| 2022-06-30 | $671k | 11k | 63.14 |
| 2022-03-31 | $896k | 11k | 84.35 |
| 2021-12-31 | $893k | 11k | 84.09 |
| 2021-09-30 | $780k | 11k | 72.78 |
| 2021-06-30 | $816k | 11k | 72.77 |
| 2021-03-31 | $756k | 12k | 65.12 |
| 2020-12-31 | $615k | 12k | 52.99 |
| 2020-09-30 | $380k | 11k | 36.16 |
| 2020-06-30 | $501k | 15k | 33.73 |
| 2020-03-31 | $502k | 15k | 33.58 |
| 2019-12-31 | $691k | 15k | 47.52 |
| 2018-09-30 | $80k | 1.6k | 48.84 |
| 2018-06-30 | $19k | 383 | 49.61 |
| 2017-12-31 | $14k | 283 | 49.47 |
More positions owned by Kiley Juergens Wealth Management
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