JUNCTURE WEALTH STRATEGIES, LLC SCHA Holdings History
JUNCTURE WEALTH STRATEGIES, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-06-30, JUNCTURE WEALTH STRATEGIES, LLC held 85,408.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $2.16 Mil. This investment constitutes 0.77% of their stock portfolio, and JUNCTURE WEALTH STRATEGIES, LLC now holds 0.01% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2020Q4. And since then JUNCTURE WEALTH STRATEGIES, LLC has made 12 purchases of SCHA, at an average price of $35.97, for a total of 167,127.00 shares. In addition, there have been 7 sales at an average price of $29.99 for 81,719.00 shares. Based on historical transaction data and SCHA's current price of $26.08, JUNCTURE WEALTH STRATEGIES, LLC's estimated gain on his SCHA holdings is $-1.33 Mil, reflecting a -22.18% gain to date.
JUNCTURE WEALTH STRATEGIES, LLC SCHA ($26.08) Holding Chart
JUNCTURE WEALTH STRATEGIES, LLC SCHA ($26.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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