Juncture Wealth Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History

Juncture Wealth Strategies, LLC

  • $232 Million
  • Q1 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 97,264 shares of SCHD stock, worth $7.49 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares
97,264
Previous 96,138 1.17%
Holding current value
$7.49 Million
Previous $7.32 Million 7.16%
% of portfolio
3.38%
Previous 3.34%

Shares

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

Apr 05, 2024
BUY
$75.25 - $80.63 $84,731 - $90,789
1,126 Added 1.17%
97,264 $7.84 Million
Q4 2023

Jan 08, 2024
BUY
$66.9 - $76.32 $93,860 - $107,076
1,403 Added 1.48%
96,138 $7.32 Million
Q3 2023

Oct 10, 2023
SELL
$70.63 - $75.66 $45,485 - $48,725
-644 Reduced 0.68%
94,735 $6.7 Million
Q2 2023

Jul 11, 2023
BUY
$69.18 - $73.94 $51,400 - $54,937
743 Added 0.79%
95,379 $6.93 Million
Q1 2023

May 05, 2023
BUY
$70.28 - $78.03 $1.39 Million - $1.55 Million
19,821 Added 26.49%
94,636 $6.92 Million
Q4 2022

Jan 18, 2023
SELL
$73.08 - $79.06 $1.69 Million - $1.82 Million
-23,067 Reduced 23.57%
74,815 $0
Q3 2022

Oct 11, 2022
BUY
N/A
3,509 Added 3.72%
97,882 $6.5 Million
Q2 2022

Jul 14, 2022
BUY
N/A
1,670 Added 1.8%
94,373 $6.76 Million
Q1 2022

Jul 14, 2022
SELL
N/A
-295 Reduced 0.32%
92,703 $7.31 Million
Q4 2021

Jan 19, 2022
BUY
N/A
4,580 Added 5.18%
92,998 $7.52 Million
Q3 2021

Oct 15, 2021
BUY
N/A
3,901 Added 4.62%
88,418 $6.56 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-1,168 Reduced 1.36%
84,517 $6.52 Million
Q1 2021

Apr 15, 2021
BUY
N/A
8,639 Added 11.21%
85,685 $6.27 Million
Q4 2020

Jan 25, 2021
BUY
N/A
2,079 Added 2.77%
77,046 $4.94 Million
Q3 2020

Oct 15, 2020
BUY
N/A
6,011 Added 8.72%
74,967 $4.15 Million
Q2 2020

Jul 28, 2020
SELL
N/A
-6,061 Reduced 8.08%
68,956 $3.57 Million
Q1 2020

Apr 21, 2020
BUY
N/A
21,862 Added 41.13%
75,017 $3.37 Million
Q4 2019

Feb 03, 2020
BUY
N/A
8,722 Added 19.63%
53,155 $3.08 Million
Q3 2019

Oct 10, 2019
BUY
N/A
4,180 Added 10.38%
44,433 $2.43 Million
Q2 2019

Jul 16, 2019
SELL
N/A
-1,814 Reduced 4.31%
40,253 $2.14 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-2,318 Reduced 5.22%
42,067 $2.2 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-5,964 Reduced 11.85%
44,385 $2.09 Million
Q3 2018

Oct 03, 2018
BUY
N/A
8,070 Added 19.09%
50,349 $2.67 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-732 Reduced 1.7%
42,279 $2.08 Million
Q1 2018

Apr 25, 2018
SELL
N/A
-1,369 Reduced 3.08%
43,011 $2.11 Million
Q4 2017

Jan 22, 2018
BUY
N/A
217 Added 0.49%
44,380 $2.27 Million
Q3 2017

Oct 18, 2017
BUY
N/A
44,163
44,163 $2.07 Million

Others Institutions Holding SCHD

# of Institutions
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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