Juncture Wealth Strategies, LLC Schwab Strategic U.S. Reit ETF Transaction History
Juncture Wealth Strategies, LLC
- $239 Million
- Q2 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 29,220 shares of SCHH stock, worth $669,430. This represents 0.24% of its overall portfolio holdings.
Number of Shares
29,220
Previous 28,822
1.38%
Holding current value
$669,430
Previous $585,000
0.34%
% of portfolio
0.24%
Previous 0.25%
Shares
8 transactions
Others Institutions Holding SCHH
# of Institutions
499Shares Held
255MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.94 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.21 Billion2.35% of portfolio
-
Us Bancorp \De\27.3MShares$625 Million0.75% of portfolio
-
Creative Planning Overland Park, KS27.3MShares$624 Million0.58% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$177 Million0.15% of portfolio