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

Juncture Wealth Strategies, LLC

  • $298 Million
  • Q3 2025

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 1,273,141 shares of SCHB stock, worth $32.9 Million. This represents 11.0% of its overall portfolio holdings.

Number of Shares
1,273,141
Previous 1,261,049 0.96%
Holding current value
$32.9 Million
Previous $30.1 Million 8.93%
% of portfolio
11.0%
Previous 10.71%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$23.82 - $25.84 $288,031 - $312,457
12,092 Added 0.96%
1,273,141 $32.7 Million
Q2 2025

Jul 08, 2025
BUY
$19.1 - $23.83 $9.07 Million - $11.3 Million
475,070 Added 60.44%
1,261,049 $30.1 Million
Q1 2025

Apr 09, 2025
SELL
$21.23 - $23.75 $302,463 - $338,366
-14,247 Reduced 1.78%
785,979 $16.9 Million
Q4 2024

Jan 21, 2025
BUY
$22.01 - $66.82 $12 Million - $36.5 Million
546,894 Added 215.88%
800,226 $18.2 Million
Q3 2024

Oct 09, 2024
SELL
$59.93 - $66.52 $324,880 - $360,604
-5,421 Reduced 2.1%
253,332 $16.9 Million
Q2 2024

Jul 11, 2024
BUY
$57.57 - $63.3 $571,957 - $628,885
9,935 Added 3.99%
258,753 $16.3 Million
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
$41.94 - $47.81 $18.2 Million - $20.7 Million
432,786 Added 142.5%
736,500 $0
Q3 2022

Oct 11, 2022
BUY
$41.99 - $50.63 $677,970 - $817,471
16,146 Added 5.61%
303,714 $12.8 Million
Q2 2022

Jul 14, 2022
SELL
$42.93 - $53.98 $9.44 Million - $11.9 Million
-219,973 Reduced 43.34%
287,568 $12.7 Million
Q1 2022

Jul 14, 2022
BUY
$49.15 - $56.85 $10.5 Million - $12.1 Million
213,427 Added 72.57%
507,541 $27.1 Million
Q4 2021

Jan 19, 2022
SELL
$51.87 - $56.86 $1.55 Million - $1.7 Million
-29,846 Reduced 9.21%
294,114 $33.2 Million
Q3 2021

Oct 15, 2021
BUY
$51.32 - $54.83 $1.69 Million - $1.81 Million
32,997 Added 11.34%
323,960 $33.6 Million
Q2 2021

Aug 13, 2021
BUY
$48.92 - $52.14 $4.7 Million - $5 Million
95,985 Added 49.23%
290,963 $31.2 Million
Q1 2021

Apr 15, 2021
SELL
$44.89 - $48.81 $4.07 Million - $4.43 Million
-90,738 Reduced 31.76%
194,978 $18.7 Million
Q4 2020

Jan 25, 2021
BUY
$39.03 - $45.5 $1.21 Million - $1.41 Million
31,029 Added 12.18%
285,716 $26 Million
Q3 2020

Oct 15, 2020
SELL
$36.93 - $42.52 $296,658 - $341,563
-8,033 Reduced 3.06%
254,687 $20.3 Million
Q2 2020

Jul 28, 2020
BUY
$28.84 - $38.49 $628,221 - $838,427
21,783 Added 9.04%
262,720 $19.3 Million
Q1 2020

Apr 21, 2020
BUY
$26.18 - $40.44 $2.56 Million - $3.96 Million
97,887 Added 68.43%
240,937 $14.6 Million
Q4 2019

Feb 03, 2020
SELL
$34.47 - $38.58 $33,125 - $37,075
-961 Reduced 0.67%
143,050 $11 Million
Q3 2019

Oct 10, 2019
BUY
$35.32 - $36.13 $598,462 - $612,186
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
1,377
Shares Held
501M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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