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Kiley Juergens Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kiley Juergens Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.03M Buy
40,059
+7,327
+22% +$197K 0.18% 92
2025
Q4 		$881K Buy
32,732
+53
+0.2% +$1.42K 0.19% 57
2025
Q3 		$861K Sell
32,679
-395
-1% -$10K 0.19% 59
2025
Q2 		$808K Buy
33,074
+52
+0.2% +$1.18K 0.19% 61
2025
Q1 		$729K Sell
33,022
-2,446
-7% -$56.9K 0.19% 61
2024
Q4 		$822K Buy
35,468
+56
+0.2% +$1.3K 0.21% 57
2024
Q3 		$801K Buy
35,412
+114
+0.3% +$2.48K 0.21% 55
2024
Q2 		$756K Sell
35,298
-2,208
-6% -$45.6K 0.21% 55
2024
Q1 		$776K Buy
37,506
+168
+0.4% +$3.31K 0.24% 50
2023
Q4 		$702K Buy
37,338
+1,641
+5% +$28.8K 0.23% 52
2023
Q3 		$602K Sell
35,697
-1,740
-5% -$30.5K 0.22% 60
2023
Q2 		$654K Buy
37,437
+75
+0.2% +$1.24K 0.23% 60
2023
Q1 		$602K Buy
37,362
+75
+0.2% +$1.18K 0.23% 63
2022
Q4 		$561K Buy
37,287
+87
+0.2% +$1.32K 0.24% 63
2022
Q3 		$525K Buy
37,200
+84
+0.2% +$1.32K 0.25% 61
2022
Q2 		$552K Buy
+37,116
New +$601K 0.26% 60
2018
Q4 		– Sell
-18,924
Closed -$219K – 532
2018
Q3 		$219K Buy
18,924
+2,016
+12% +$22.9K 0.16% 90
2018
Q2 		$183K Buy
+16,908
New +$182K 0.16% 86
2018
Q1 		– Sell
-6,606
Closed -$70K – 509
2017
Q4 		$70K Buy
+6,606
New +$68.4K 0.06% 162

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Kiley Juergens Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 22% in Q1 2026, buying an estimated $197K and bringing the position to 40,059 shares worth $1.03M. The position accounts for 0.18% of the portfolio, ranked #92.

Kiley Juergens Wealth Management first reported a position in SCHX in Q4 2017 and has held it in 19 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Kiley Juergens Wealth Management held 40,059 shares of Schwab US Large- Cap ETF worth $1.03M as of Q1 2026.
  • Kiley Juergens Wealth Management bought 7,327 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $197K.
  • Schwab US Large- Cap ETF made up 0.18% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Kiley Juergens Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 19 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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