KJWM
SCHW

Kiley Juergens Wealth Management’s Charles Schwab SCHW Stock Holding History

Kiley Juergens Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$395K Sell
4,282
-416
-9% -$37.9K 0.06% 168
2026
Q1 		$442K Buy
+4,698
New +$461K 0.08% 146
2023
Q4 		– Sell
-11,174
Closed -$613K – 70
2023
Q3 		$613K Buy
11,174
+744
+7% +$45K 0.22% 59
2023
Q2 		$591K Sell
10,430
-9
-0.1% -$471 0.2% 62
2023
Q1 		$547K Buy
10,439
+4
+0% +$293 0.2% 65
2022
Q4 		$869K Buy
10,435
+4
+0% +$310 0.36% 50
2022
Q3 		$749K Sell
10,431
-196
-2% -$13.6K 0.35% 52
2022
Q2 		$671K Buy
10,627
+4
+0% +$276 0.32% 56
2022
Q1 		$896K Buy
10,623
+3
+0% +$264 0.43% 36
2021
Q4 		$893K Sell
10,620
-97
-0.9% -$7.85K 0.34% 50
2021
Q3 		$780K Sell
10,717
-496
-4% -$35.4K 0.34% 50
2021
Q2 		$816K Sell
11,213
-397
-3% -$28.1K 0.37% 48
2021
Q1 		$756K Buy
11,610
+4
+0% +$243 0.39% 46
2020
Q4 		$615K Buy
11,606
+1,097
+10% +$49.7K 0.36% 43
2020
Q3 		$380K Sell
10,509
-4,345
-29% -$151K 0.28% 41
2020
Q2 		$501K Sell
14,854
-94
-0.6% -$3.37K 0.42% 37
2020
Q1 		$502K Buy
14,948
+408
+3% +$17.1K 0.52% 33
2019
Q4 		$691K Buy
+14,540
New +$641K 0.61% 33
2018
Q4 		– Sell
-1,638
Closed -$80K – 530
2018
Q3 		$80K Buy
1,638
+1,255
+328% +$64.1K 0.06% 181
2018
Q2 		$19K Buy
+383
New +$21.2K 0.02% 335
2018
Q1 		– Sell
-283
Closed -$14K – 507
2017
Q4 		$14K Buy
+283
New +$13.3K 0.01% 418

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kiley Juergens Wealth Management's SCHW Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Charles Schwab (SCHW) stake by 8.9% in Q2 2026, selling an estimated $37.9K and leaving 4,282 shares worth $395K. The position accounts for 0.06% of the portfolio, ranked #168.

Kiley Juergens Wealth Management first reported a position in SCHW in Q4 2017 and has held it in 21 quarters since. The position peaked at $896K in Q1 2022. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Kiley Juergens Wealth Management held 4,282 shares of Charles Schwab worth $395K as of Q2 2026.
  • Kiley Juergens Wealth Management sold 416 Charles Schwab shares in Q2 2026, an estimated $37.9K.
  • Charles Schwab made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Kiley Juergens Wealth Management first reported a position in Charles Schwab in Q4 2017 and has held it in 21 quarters since.
  • Kiley Juergens Wealth Management's Charles Schwab position peaked at $896K in Q1 2022.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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