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

Juncture Wealth Strategies, LLC

  • $254 Million
  • Q1 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 35,718 shares of SCHH stock, worth $738,648. This represents 0.3% of its overall portfolio holdings.

Number of Shares
35,718
Previous 29,395 21.51%
Holding current value
$738,648
Previous $619,000 22.78%
% of portfolio
0.3%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
558
Shares Held
178M
Call Options Held
20.1K
Put Options Held
81.7K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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