Juncture Wealth Strategies, LLC Schwab Short Term Us Treasury Transaction History

Juncture Wealth Strategies, LLC

  • $232 Million
  • Q1 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 52,235 shares of SCHO stock, worth $2.51 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
52,235
Previous 53,007 1.46%
Holding current value
$2.51 Million
Previous $2.57 Million 1.95%
% of portfolio
1.08%
Previous 1.17%

Shares

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

Apr 05, 2024
SELL
$48.05 - $48.63 $37,094 - $37,542
-772 Reduced 1.46%
52,235 $2.52 Million
Q4 2023

Jan 08, 2024
SELL
$47.66 - $48.45 $596,655 - $606,545
-12,519 Reduced 19.11%
53,007 $2.57 Million
Q3 2023

Oct 10, 2023
SELL
$47.78 - $48.2 $2.99 Million - $3.02 Million
-62,599 Reduced 48.86%
65,526 $3.14 Million
Q2 2023

Jul 11, 2023
BUY
$48.06 - $48.89 $557,592 - $567,221
11,602 Added 9.96%
128,125 $6.16 Million
Q1 2023

May 05, 2023
BUY
$47.8 - $49.0 $4.8 Million - $4.92 Million
100,458 Added 625.32%
116,523 $5.69 Million
Q4 2022

Jan 18, 2023
SELL
$47.91 - $48.47 $196,478 - $198,775
-4,101 Reduced 20.34%
16,065 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-10,908 Reduced 35.1%
20,166 $973,000
Q2 2022

Jul 14, 2022
SELL
N/A
-19,721 Reduced 38.82%
31,074 $1.53 Million
Q1 2022

Jul 14, 2022
SELL
N/A
-463 Reduced 0.9%
50,795 $2.52 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-308 Reduced 0.6%
51,258 $2.61 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-3,350 Reduced 6.1%
51,566 $2.64 Million
Q1 2021

Apr 15, 2021
SELL
N/A
-31,117 Reduced 36.17%
54,916 $2.82 Million
Q4 2020

Jan 25, 2021
SELL
N/A
-7,192 Reduced 7.71%
86,033 $4.42 Million
Q3 2020

Oct 15, 2020
BUY
N/A
8,489 Added 10.02%
93,225 $4.8 Million
Q2 2020

Jul 28, 2020
SELL
N/A
-28,558 Reduced 25.21%
84,736 $4.38 Million
Q1 2020

Apr 21, 2020
SELL
N/A
-52,088 Reduced 31.5%
113,294 $5.86 Million
Q4 2019

Feb 03, 2020
BUY
N/A
2,742 Added 1.69%
165,382 $8.35 Million
Q3 2019

Oct 10, 2019
BUY
N/A
30,627 Added 23.2%
162,640 $8.23 Million
Q2 2019

Jul 16, 2019
BUY
N/A
35,001 Added 36.08%
132,013 $6.68 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-50,190 Reduced 34.1%
97,012 $4.87 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-37,087 Reduced 20.12%
147,202 $7.35 Million
Q3 2018

Oct 03, 2018
BUY
N/A
166 Added 0.09%
184,289 $9.14 Million
Q2 2018

Jul 13, 2018
BUY
N/A
10,210 Added 5.87%
184,123 $9.16 Million
Q1 2018

Apr 25, 2018
BUY
N/A
12,832 Added 7.97%
173,913 $8.67 Million
Q4 2017

Jan 22, 2018
SELL
N/A
-19,925 Reduced 11.01%
161,081 $8.06 Million
Q3 2017

Oct 18, 2017
BUY
N/A
181,006
181,006 $9.12 Million

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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