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
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us dividend eq held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $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 |
More positions owned by Juncture Wealth Strategies
View all positions for Juncture Wealth Strategies
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq