Juncture Wealth Strategies, LLC Schwab Strategic U.S. Reit ETF Transaction History

Juncture Wealth Strategies, LLC

$299 Million
Q4 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 32,174 shares of SCHH stock, worth $682,088. This represents 0.23% of its overall portfolio holdings.

Number of Shares

32,174

Previous 33,404 3.68%

Holding current value

$682,088

Previous $720,000 5.28%

% of portfolio

0.23%

Previous 0.24%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	SELL	$20.85 - $21.86 $25,645 - $26,887	-1,230 Reduced 3.68%	32,174 $682,000
Q3 2025 Oct 14, 2025	SELL	$20.76 - $21.78 $5,688 - $5,967	-274 Reduced 0.81%	33,404 $720,000
Q2 2025 Jul 08, 2025	SELL	$18.94 - $21.67 $38,637 - $44,206	-2,040 Reduced 5.71%	33,678 $712,000
Q1 2025 Apr 09, 2025	BUY	$20.2 - $22.24 $127,724 - $140,623	6,323 Added 21.51%	35,718 $760,000
Q4 2024 Jan 21, 2025	SELL	$20.55 - $23.26 $20,940 - $23,701	-1,019 Reduced 3.35%	29,395 $619,000

Q3 2024 Oct 09, 2024	BUY	$19.78 - $23.53 $23,617 - $28,094	1,194 Added 4.09%	30,414 $704,000
Q2 2024 Jul 11, 2024	BUY	$18.53 - $20.2 $7,374 - $8,039	398 Added 1.38%	29,220 $583,000
Q1 2024 Apr 05, 2024	BUY	$19.39 - $20.93 $1,861 - $2,009	96 Added 0.33%	28,822 $585,000
Q4 2023 Jan 08, 2024	BUY	$16.76 - $20.95 $8,095 - $10,118	483 Added 1.71%	28,726 $594,000
Q3 2023 Oct 10, 2023	SELL	$17.52 - $20.27 $315,307 - $364,799	-17,997 Reduced 38.92%	28,243 $501,000
Q2 2023 Jul 11, 2023	SELL	$18.34 - $19.64 $189,030 - $202,429	-10,307 Reduced 18.23%	46,240 $903,000
Q1 2023 May 05, 2023	SELL	$18.01 - $21.78 $222,207 - $268,721	-12,338 Reduced 17.91%	56,547 $1.1 Million
Q4 2022 Jan 18, 2023	SELL	$17.68 - $20.46 $2.16 Million - $2.5 Million	-122,193 Reduced 63.95%	68,885 $0
Q3 2022 Oct 11, 2022	BUY	$18.45 - $23.6 $3.53 Million - $4.51 Million	191,078 New	191,078 $3.57 Million

Others Institutions Holding SCHH

# of Institutions

602

Shares Held

182M

Call Options Held

24.3K

Put Options Held

21.4K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Juncture Wealth Strategies, LLC Schwab Strategic U.S. Reit ETF Transaction History