Schwab Strategic Tr us aggregate b shares owned by Kiley Juergens Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Kiley Juergens Wealth Management
from 13F filings
Historical chart of Kiley Juergens Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Kiley Juergens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 59k | 23.47 |
| 2025-06-30 | $1.3M | 55k | 23.24 |
| 2025-03-31 | $1.3M | 55k | 23.16 |
| 2024-12-31 | $1.0M | 46k | 22.70 |
| 2024-09-30 | $571k | 12k | 47.52 |
| 2024-06-30 | $584k | 13k | 45.58 |
| 2024-03-31 | $596k | 13k | 46.00 |
| 2022-06-30 | $484k | 10k | 47.85 |
| 2022-03-31 | $791k | 16k | 50.57 |
| 2021-12-31 | $892k | 17k | 53.93 |
| 2021-09-30 | $1.0M | 19k | 54.24 |
| 2021-06-30 | $1.0M | 19k | 54.56 |
| 2021-03-31 | $1.0M | 19k | 53.93 |
| 2020-12-31 | $692k | 12k | 56.01 |
| 2018-09-30 | $19k | 387 | 49.10 |
| 2018-06-30 | $19k | 387 | 49.10 |
| 2017-12-31 | $20k | 387 | 51.68 |
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