Juncture Wealth Strategies, LLC Schwab Intermediate Term Us Tr Transaction History

Juncture Wealth Strategies, LLC

  • $232 Million
  • Q1 2024

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023
SELL
$47.78 - $49.59 $268,284 - $278,447
-5,615 Reduced 41.21%
8,010 $383,000
Q2 2023

Jul 11, 2023
SELL
$49.25 - $50.96 $250,042 - $258,723
-5,077 Reduced 27.15%
13,625 $671,000
Q1 2023

May 05, 2023
SELL
$48.55 - $50.78 $883,367 - $923,942
-18,195 Reduced 49.31%
18,702 $943,000
Q4 2022

Jan 18, 2023
BUY
$48.33 - $50.24 $1.29 Million - $1.34 Million
26,652 Added 260.15%
36,897 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-19 Reduced 0.19%
10,245 $503,000
Q2 2022

Jul 14, 2022
SELL
N/A
-15,533 Reduced 60.21%
10,264 $530,000
Q1 2022

Jul 14, 2022
SELL
N/A
-3,048 Reduced 10.57%
25,797 $1.37 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-713 Reduced 2.41%
28,845 $1.62 Million
Q3 2021

Oct 15, 2021
BUY
N/A
5 Added 0.02%
29,558 $1.68 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-291 Reduced 0.98%
29,553 $1.69 Million
Q1 2021

Apr 15, 2021
SELL
N/A
-16,789 Reduced 36.0%
29,844 $1.69 Million
Q4 2020

Jan 25, 2021
SELL
N/A
-4,634 Reduced 9.04%
46,633 $2.72 Million
Q3 2020

Oct 15, 2020
BUY
N/A
3,799 Added 8.0%
51,267 $3.01 Million
Q2 2020

Jul 28, 2020
SELL
N/A
-2,428 Reduced 4.87%
47,468 $2.79 Million
Q1 2020

Apr 21, 2020
BUY
N/A
13,272 Added 36.24%
49,896 $2.93 Million
Q4 2019

Feb 03, 2020
SELL
N/A
-227 Reduced 0.62%
36,624 $2.01 Million
Q3 2019

Oct 10, 2019
SELL
N/A
-7,366 Reduced 16.66%
36,851 $2.05 Million
Q2 2019

Jul 16, 2019
SELL
N/A
-14,378 Reduced 24.54%
44,217 $2.43 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-36,275 Reduced 38.24%
58,595 $3.15 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-19,801 Reduced 17.27%
94,870 $5.02 Million
Q3 2018

Oct 03, 2018
SELL
N/A
-2,062 Reduced 1.77%
114,671 $5.94 Million
Q2 2018

Jul 13, 2018
BUY
N/A
2,767 Added 2.43%
116,733 $6.11 Million
Q1 2018

Apr 25, 2018
SELL
N/A
-4,195 Reduced 3.55%
113,966 $5.99 Million
Q4 2017

Jan 22, 2018
SELL
N/A
-1,990 Reduced 1.66%
118,161 $6.3 Million
Q3 2017

Oct 18, 2017
BUY
N/A
120,151
120,151 $6.48 Million

Others Institutions Holding SCHR

# of Institutions
382
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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