Schwab Strategic Tr us dividend eq shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.2M | 109k | 84.53 |
| 2024-06-30 | $8.2M | 106k | 77.76 |
| 2024-03-31 | $7.8M | 97k | 80.63 |
| 2023-12-31 | $7.3M | 96k | 76.13 |
| 2023-09-30 | $6.7M | 95k | 70.76 |
| 2023-06-30 | $6.9M | 95k | 72.62 |
| 2023-03-31 | $6.9M | 95k | 73.16 |
| 2022-12-31 | $5.7M | 75k | 75.54 |
| 2022-09-30 | $6.5M | 98k | 66.43 |
| 2022-06-30 | $6.8M | 94k | 71.63 |
| 2022-03-31 | $7.3M | 93k | 78.89 |
| 2021-12-31 | $7.5M | 93k | 80.83 |
| 2021-09-30 | $6.6M | 88k | 74.24 |
| 2021-06-30 | $6.5M | 85k | 77.19 |
| 2021-03-31 | $6.3M | 86k | 73.20 |
| 2020-12-31 | $4.9M | 77k | 64.14 |
| 2020-09-30 | $4.1M | 75k | 55.30 |
| 2020-06-30 | $3.6M | 69k | 51.74 |
| 2020-03-31 | $3.4M | 75k | 44.98 |
| 2019-12-31 | $3.1M | 53k | 57.92 |
| 2019-09-30 | $2.4M | 44k | 54.78 |
| 2019-06-30 | $2.1M | 40k | 53.06 |
| 2019-03-31 | $2.2M | 42k | 52.27 |
| 2018-12-31 | $2.1M | 44k | 46.98 |
| 2018-09-30 | $2.7M | 50k | 52.99 |
| 2018-06-30 | $2.1M | 42k | 49.29 |
| 2018-03-31 | $2.1M | 43k | 49.03 |
| 2017-12-31 | $2.3M | 44k | 51.17 |
| 2017-09-30 | $2.1M | 44k | 46.80 |
| 2017-06-30 | $2.0M | 45k | 45.09 |
| 2017-03-31 | $2.0M | 45k | 44.59 |
| 2016-12-31 | $1.8M | 42k | 43.58 |
| 2016-09-30 | $1.8M | 43k | 42.32 |
| 2016-06-30 | $1.7M | 41k | 41.44 |
| 2016-03-31 | $1.6M | 40k | 40.08 |
| 2015-12-31 | $1.3M | 33k | 38.56 |
| 2015-09-30 | $893k | 25k | 35.94 |
| 2015-06-30 | $534k | 14k | 38.31 |
| 2015-03-31 | $500k | 13k | 39.45 |
| 2014-12-31 | $918k | 23k | 39.55 |
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