KJWM
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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
Q2 		$5.47M Buy
188,731
+2,469
+1% +$69.1K 0.86% 22
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 $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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: Q2 2026 in Review

Kiley Juergens Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 1.3% in Q2 2026, buying an estimated $69.1K and bringing the position to 188,731 shares worth $5.47M. The position accounts for 0.86% of the portfolio, ranked #22.

Kiley Juergens Wealth Management first reported a position in SCHB in Q4 2017 and has held it in 26 quarters since. 1,393 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Kiley Juergens Wealth Management held 188,731 shares of Schwab US Broad Market ETF worth $5.47M as of Q2 2026.
  • Kiley Juergens Wealth Management bought 2,469 Schwab US Broad Market ETF shares in Q2 2026, an estimated $69.1K.
  • Schwab US Broad Market ETF made up 0.86% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Kiley Juergens Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 26 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.