Schwab U S Broad Market ETF shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 253k | 66.52 |
| 2024-06-30 | $16M | 259k | 62.87 |
| 2024-03-31 | $15M | 249k | 61.05 |
| 2023-12-31 | $14M | 242k | 55.67 |
| 2023-09-30 | $11M | 229k | 49.85 |
| 2023-06-30 | $21M | 412k | 51.70 |
| 2023-03-31 | $20M | 422k | 47.85 |
| 2022-12-31 | $33M | 737k | 44.81 |
| 2022-09-30 | $13M | 304k | 41.99 |
| 2022-06-30 | $13M | 288k | 44.19 |
| 2022-03-31 | $27M | 508k | 53.39 |
| 2021-12-31 | $33M | 294k | 113.01 |
| 2021-09-30 | $34M | 324k | 103.86 |
| 2021-06-30 | $31M | 291k | 107.08 |
| 2021-03-31 | $19M | 195k | 96.12 |
| 2020-12-31 | $26M | 286k | 90.99 |
| 2020-09-30 | $20M | 255k | 79.64 |
| 2020-06-30 | $19M | 263k | 73.47 |
| 2020-03-31 | $15M | 241k | 60.43 |
| 2019-12-31 | $11M | 143k | 76.88 |
| 2019-09-30 | $10M | 144k | 71.02 |
| 2019-06-30 | $9.0M | 127k | 70.53 |
| 2019-03-31 | $5.9M | 87k | 68.05 |
| 2018-12-31 | $3.1M | 52k | 59.92 |
| 2018-09-30 | $4.0M | 57k | 70.39 |
| 2018-06-30 | $3.7M | 56k | 65.99 |
| 2018-03-31 | $3.4M | 53k | 63.80 |
| 2017-12-31 | $3.5M | 54k | 64.53 |
| 2017-09-30 | $4.1M | 67k | 60.91 |
| 2017-06-30 | $3.6M | 61k | 58.46 |
| 2017-03-31 | $3.0M | 52k | 57.06 |
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