Juncture Wealth Strategies, LLC Schwab Strategic U.S. Reit ETF Transaction History

Juncture Wealth Strategies, LLC

$267 Million
Q4 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 29,395 shares of SCHH stock, worth $618,176. This represents 0.23% of its overall portfolio holdings.

Number of Shares

29,395

Previous 30,414 3.35%

Holding current value

$618,176

Previous $704,000 12.07%

% of portfolio

0.23%

Previous 0.27%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$20.55 - $23.26 $20,940 - $23,701	-1,019 Reduced 3.35%	29,395 $619,000
Q3 2024 Oct 09, 2024	BUY	$19.78 - $23.53 $23,617 - $28,094	1,194 Added 4.09%	30,414 $704,000
Q2 2024 Jul 11, 2024	BUY	$18.53 - $20.2 $7,374 - $8,039	398 Added 1.38%	29,220 $583,000
Q1 2024 Apr 05, 2024	BUY	$19.39 - $20.93 $1,861 - $2,009	96 Added 0.33%	28,822 $585,000
Q4 2023 Jan 08, 2024	BUY	$16.76 - $20.95 $8,095 - $10,118	483 Added 1.71%	28,726 $594,000
Q3 2023 Oct 10, 2023	SELL	$17.52 - $20.27 $315,307 - $364,799	-17,997 Reduced 38.92%	28,243 $501,000
Q2 2023 Jul 11, 2023	SELL	$18.34 - $19.64 $189,030 - $202,429	-10,307 Reduced 18.23%	46,240 $903,000
Q1 2023 May 05, 2023	SELL	$18.01 - $21.78 $222,207 - $268,721	-12,338 Reduced 17.91%	56,547 $1.1 Million
Q4 2022 Jan 18, 2023	SELL	$17.68 - $20.46 $2.16 Million - $2.5 Million	-122,193 Reduced 63.95%	68,885 $0
Q3 2022 Oct 11, 2022	BUY	$18.45 - $23.6 $3.53 Million - $4.51 Million	191,078 New	191,078 $3.57 Million

Others Institutions Holding SCHH

# of Institutions

533

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

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.

Account

Juncture Wealth Strategies, LLC Schwab Strategic U.S. Reit ETF Transaction History