Juncture Wealth Strategies, LLC Schwab Strategic Tr Us Broad M Transaction History

Juncture Wealth Strategies, LLC

  • $232 Million
  • Q1 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 248,818 shares of SCHB stock, worth $15.9 Million. This represents 6.54% of its overall portfolio holdings.

Number of Shares
248,818
Previous 242,426 2.64%
Holding current value
$15.9 Million
Previous $13.5 Million 12.56%
% of portfolio
6.54%
Previous 6.16%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024
BUY
$54.61 - $61.05 $349,067 - $390,231
6,392 Added 2.64%
248,818 $15.2 Million
Q4 2023

Jan 08, 2024
BUY
$47.61 - $55.91 $627,737 - $737,173
13,185 Added 5.75%
242,426 $13.5 Million
Q3 2023

Oct 10, 2023
SELL
$49.59 - $53.57 $9.04 Million - $9.76 Million
-182,229 Reduced 44.29%
229,241 $11.4 Million
Q2 2023

Jul 11, 2023
SELL
$47.08 - $51.7 $487,701 - $535,560
-10,359 Reduced 2.46%
411,470 $21.3 Million
Q1 2023

May 05, 2023
SELL
$44.47 - $49.23 $14 Million - $15.5 Million
-314,671 Reduced 42.73%
421,829 $20.2 Million
Q4 2022

Jan 18, 2023
BUY
$43.88 - $47.81 $19 Million - $20.7 Million
432,786 Added 142.5%
736,500 $0
Q3 2022

Oct 11, 2022
BUY
N/A
16,146 Added 5.61%
303,714 $12.8 Million
Q2 2022

Jul 14, 2022
SELL
N/A
-219,973 Reduced 43.34%
287,568 $12.7 Million
Q1 2022

Jul 14, 2022
BUY
N/A
213,427 Added 72.57%
507,541 $27.1 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-29,846 Reduced 9.21%
294,114 $33.2 Million
Q3 2021

Oct 15, 2021
BUY
N/A
32,997 Added 11.34%
323,960 $33.6 Million
Q2 2021

Aug 13, 2021
BUY
N/A
95,985 Added 49.23%
290,963 $31.2 Million
Q1 2021

Apr 15, 2021
SELL
N/A
-90,738 Reduced 31.76%
194,978 $18.7 Million
Q4 2020

Jan 25, 2021
BUY
N/A
31,029 Added 12.18%
285,716 $26 Million
Q3 2020

Oct 15, 2020
SELL
N/A
-8,033 Reduced 3.06%
254,687 $20.3 Million
Q2 2020

Jul 28, 2020
BUY
N/A
21,783 Added 9.04%
262,720 $19.3 Million
Q1 2020

Apr 21, 2020
BUY
N/A
97,887 Added 68.43%
240,937 $14.6 Million
Q4 2019

Feb 03, 2020
SELL
N/A
-961 Reduced 0.67%
143,050 $11 Million
Q3 2019

Oct 10, 2019
BUY
N/A
16,944 Added 13.33%
144,011 $10.2 Million
Q2 2019

Jul 16, 2019
BUY
N/A
40,317 Added 46.47%
127,067 $8.96 Million
Q1 2019

Apr 09, 2019
BUY
N/A
35,285 Added 68.56%
86,750 $5.9 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-5,774 Reduced 10.09%
51,465 $3.08 Million
Q3 2018

Oct 03, 2018
BUY
N/A
1,274 Added 2.28%
57,239 $4.03 Million
Q2 2018

Jul 13, 2018
BUY
N/A
3,423 Added 6.51%
55,965 $3.69 Million
Q1 2018

Apr 25, 2018
SELL
N/A
-1,590 Reduced 2.94%
52,542 $3.35 Million
Q4 2017

Jan 22, 2018
SELL
N/A
-12,864 Reduced 19.2%
54,132 $3.49 Million
Q3 2017

Oct 18, 2017
BUY
N/A
66,996
66,996 $4.08 Million

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Juncture Wealth Strategies, LLC Portfolio

Follow Juncture Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email