Juncture Wealth Strategies, LLC Schwab Strategic U.S. Mid Cap Transaction History
Juncture Wealth Strategies, LLC
- $232 Million
- Q1 2024
A detailed history of Juncture Wealth Strategies, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 50,104 shares of SCHM stock, worth $3.86 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
50,104
Previous 56,395
11.16%
Holding current value
$3.86 Million
Previous $4.25 Million
3.96%
% of portfolio
1.76%
Previous 1.94%
Shares
27 transactions
Others Institutions Holding SCHM
# of Institutions
903Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.62 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$781 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$285 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$165 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$154 Million2.99% of portfolio