Juncture Wealth Strategies, LLC Schwab Strategic Tr Us Broad M Transaction History
Juncture Wealth Strategies, LLC
- $281 Million
- Q2 2025
A detailed history of Juncture Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 1,261,049 shares of SCHB stock, worth $30.2 Million. This represents 10.71% of its overall portfolio holdings.
Number of Shares
1,261,049
Previous 785,979
60.44%
Holding current value
$30.2 Million
Previous $16.9 Million
78.33%
% of portfolio
10.71%
Previous 6.63%
Shares
32 transactions
Others Institutions Holding SCHB
# of Institutions
1,301Shares Held
489MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.4 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$413 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$286 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$285 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$216 Million13.03% of portfolio