Schwab Strategic Tr us aggregate b shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $802k | 35k | 22.70 |
| 2024-09-30 | $857k | 18k | 47.52 |
| 2024-06-30 | $858k | 19k | 45.58 |
| 2024-03-31 | $856k | 19k | 46.00 |
| 2023-12-31 | $826k | 18k | 46.62 |
| 2023-09-30 | $911k | 21k | 44.23 |
| 2023-06-30 | $959k | 21k | 46.16 |
| 2023-03-31 | $1.0M | 21k | 46.91 |
| 2022-12-31 | $964k | 21k | 45.65 |
| 2022-09-30 | $812k | 18k | 45.34 |
| 2022-06-30 | $420k | 8.8k | 47.85 |
| 2022-03-31 | $663k | 13k | 50.60 |
| 2021-12-31 | $387k | 7.2k | 53.94 |
| 2021-03-31 | $203k | 3.8k | 53.98 |
| 2020-12-31 | $218k | 3.9k | 56.10 |
More positions owned by Juncture Wealth Strategies
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b