JUNCTURE WEALTH STRATEGIES, LLC SCHM Holdings History
JUNCTURE WEALTH STRATEGIES, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, JUNCTURE WEALTH STRATEGIES, LLC held 97,451.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $2.73 Mil. This investment constitutes 0.97% of their stock portfolio, and JUNCTURE WEALTH STRATEGIES, LLC now holds 0.02% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q2. And since then JUNCTURE WEALTH STRATEGIES, LLC has made 12 purchases of SCHM, at an average price of $50.01, for a total of 281,147.00 shares. In addition, there have been 17 sales at an average price of $56.19 for 183,696.00 shares. Based on historical transaction data and SCHM's current price of $28.76, JUNCTURE WEALTH STRATEGIES, LLC's estimated gain on his SCHM holdings is $-935,102.76, reflecting a -6.65% gain to date.
JUNCTURE WEALTH STRATEGIES, LLC SCHM ($28.76) Holding Chart
JUNCTURE WEALTH STRATEGIES, LLC SCHM ($28.76) 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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