JUNCTURE WEALTH STRATEGIES, LLC SCHB Holdings History
JUNCTURE WEALTH STRATEGIES, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, JUNCTURE WEALTH STRATEGIES, LLC held 1.26 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $30.05 Mil. This investment constitutes 10.68% of their stock portfolio, and JUNCTURE WEALTH STRATEGIES, LLC now holds 0.09% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q2. And since then JUNCTURE WEALTH STRATEGIES, LLC has made 18 purchases of SCHB, at an average price of $33.14, for a total of 2.36 Mil shares. In addition, there have been 11 sales at an average price of $48.13 for 1.10 Mil shares. Based on historical transaction data and SCHB's current price of $24.23, JUNCTURE WEALTH STRATEGIES, LLC's estimated gain on his SCHB holdings is $5.21 Mil, reflecting a 6.66% gain to date.
JUNCTURE WEALTH STRATEGIES, LLC SCHB ($24.23) Holding Chart
JUNCTURE WEALTH STRATEGIES, LLC SCHB ($24.23) 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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