Juncture Wealth Strategies, LLC Schwab Strategic Tr Us Large C Transaction History

Juncture Wealth Strategies, LLC

  • $298 Million
  • Q3 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 28,371 shares of SCHG stock, worth $900,495. This represents 0.3% of its overall portfolio holdings.

Number of Shares
28,371
Previous 26,926 5.37%
Holding current value
$900,495
Previous $786,000 15.14%
% of portfolio
0.3%
Previous 0.28%

Shares

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

Oct 14, 2025
BUY
$28.92 - $32.19 $41,789 - $46,514
1,445 Added 5.37%
28,371 $905,000
Q2 2025

Jul 08, 2025
BUY
$22.27 - $29.21 $599,642 - $786,508
26,926 New
26,926 $786,000

Others Institutions Holding SCHG

# of Institutions
1,617
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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