Juncture Wealth Strategies, LLC Schwab Us Aggregate Bond ETF Transaction History

Juncture Wealth Strategies, LLC

  • $232 Million
  • Q1 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 18,610 shares of SCHZ stock, worth $852,151. This represents 0.37% of its overall portfolio holdings.

Number of Shares
18,610
Previous 17,711 5.08%
Holding current value
$852,151
Previous $825,000 3.76%
% of portfolio
0.37%
Previous 0.38%

Shares

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

Apr 05, 2024
BUY
$45.44 - $46.67 $40,850 - $41,956
899 Added 5.08%
18,610 $856,000
Q4 2023

Jan 08, 2024
SELL
$43.09 - $46.83 $124,228 - $135,010
-2,883 Reduced 14.0%
17,711 $825,000
Q3 2023

Oct 10, 2023
SELL
$44.14 - $46.33 $7,503 - $7,876
-170 Reduced 0.82%
20,594 $910,000
Q2 2023

Jul 11, 2023
SELL
$45.86 - $47.33 $29,946 - $30,906
-653 Reduced 3.05%
20,764 $958,000
Q1 2023

May 05, 2023
BUY
$45.33 - $47.44 $13,780 - $14,421
304 Added 1.44%
21,417 $1 Million
Q4 2022

Jan 18, 2023
BUY
$44.31 - $47.03 $141,880 - $150,590
3,202 Added 17.88%
21,113 $0
Q3 2022

Oct 11, 2022
BUY
N/A
9,133 Added 104.04%
17,911 $812,000
Q2 2022

Jul 14, 2022
SELL
N/A
-4,325 Reduced 33.01%
8,778 $420,000
Q1 2022

Jul 14, 2022
BUY
N/A
5,929 Added 82.65%
13,103 $663,000
Q4 2021

Jan 19, 2022
BUY
N/A
7,174 New
7,174 $387,000
Q2 2021

Aug 13, 2021
SELL
N/A
-3,761 Closed
0 $0
Q1 2021

Apr 15, 2021
SELL
N/A
-125 Reduced 3.22%
3,761 $203,000
Q4 2020

Jan 25, 2021
BUY
N/A
3,886 New
3,886 $218,000

Others Institutions Holding SCHZ

# of Institutions
603
Shares Held
105M
Call Options Held
600
Put Options Held
3.6K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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