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Kiley Juergens Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Kiley Juergens Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.68M Buy
186,262
+1,426
+0.8% +$37.4K 0.82% 24
2025
Q4 		$4.85M Buy
184,836
+8,199
+5% +$213K 1.05% 21
2025
Q3 		$4.54M Sell
176,637
-2,210
-1% -$54.7K 1% 20
2025
Q2 		$4.26M Buy
178,847
+4,460
+3% +$98.2K 0.98% 22
2025
Q1 		$3.75M Buy
174,387
+6,772
+4% +$154K 1% 23
2024
Q4 		$3.8M Sell
167,615
-11,566
-6% -$264K 0.95% 22
2024
Q3 		$3.97M Buy
179,181
+756
+0.4% +$16.1K 1.03% 21
2024
Q2 		$3.74M Buy
178,425
+489
+0.3% +$9.91K 1.04% 19
2024
Q1 		$3.62M Sell
177,936
-1,077
-0.6% -$20.8K 1.12% 20
2023
Q4 		$3.32M Sell
179,013
-729
-0.4% -$12.6K 1.11% 23
2023
Q3 		$2.99M Buy
179,742
+5,586
+3% +$96.7K 1.08% 23
2023
Q2 		$3M Buy
174,156
+63
+0% +$1.03K 1.04% 26
2023
Q1 		$2.78M Buy
174,093
+3,189
+2% +$49.9K 1.04% 26
2022
Q4 		$2.55M Buy
170,904
+849
+0.5% +$12.8K 1.07% 24
2022
Q3 		$2.38M Sell
170,055
-17,475
-9% -$272K 1.12% 21
2022
Q2 		$2.76M Sell
187,530
-45,612
-20% -$732K 1.31% 17
2022
Q1 		$4.15M Buy
233,142
+47,370
+25% +$831K 2% 13
2021
Q4 		$3.5M Buy
185,772
+3,288
+2% +$60.5K 1.33% 16
2021
Q3 		$3.16M Sell
182,484
-92,106
-34% -$1.64M 1.38% 17
2021
Q2 		$4.77M Buy
274,590
+35,520
+15% +$601K 2.19% 11
2021
Q1 		$3.85M Sell
239,070
-52,734
-18% -$831K 2.01% 12
2020
Q4 		$4.42M Buy
+291,804
New +$4.16M 2.62% 9
2018
Q4 		– Sell
-5,616
Closed -$65K – 522
2018
Q3 		$65K Buy
5,616
+24
+0.4% +$277 0.05% 203
2018
Q2 		$61K Buy
+5,592
New +$61.1K 0.05% 182
2018
Q1 		– Sell
-5,532
Closed -$59K – 500
2017
Q4 		$59K Buy
+5,532
New +$58K 0.05% 183

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Kiley Juergens Wealth Management's SCHB Position: Q1 2026 in Review

Kiley Juergens Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.77% in Q1 2026, buying an estimated $37.4K and bringing the position to 186,262 shares worth $4.68M. The position accounts for 0.82% of the portfolio, ranked #24.

Kiley Juergens Wealth Management first reported a position in SCHB in Q4 2017 and has held it in 25 quarters since. The position peaked at $4.85M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Kiley Juergens Wealth Management held 186,262 shares of Schwab US Broad Market ETF worth $4.68M as of Q1 2026.
  • Kiley Juergens Wealth Management bought 1,426 Schwab US Broad Market ETF shares in Q1 2026, an estimated $37.4K.
  • Schwab US Broad Market ETF made up 0.82% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Kiley Juergens Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 25 quarters since.
  • Kiley Juergens Wealth Management's Schwab US Broad Market ETF position peaked at $4.85M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.