Juncture Wealth Strategies, LLC Schwab Strategic Tr Us Broad M Transaction History
Juncture Wealth Strategies, LLC
- $258 Million
- Q3 2024
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 253,332 shares of SCHB stock, worth $5.89 Million. This represents 6.54% of its overall portfolio holdings.
Number of Shares
253,332
Previous 258,753
2.1%
Holding current value
$5.89 Million
Previous $16.3 Million
3.59%
% of portfolio
6.54%
Previous 6.82%
Shares
29 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.9 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.6 Million2.16% of portfolio