JUNCTURE WEALTH STRATEGIES, LLC SCHD Holdings History
JUNCTURE WEALTH STRATEGIES, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, JUNCTURE WEALTH STRATEGIES, LLC held 361,853.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $9.59 Mil. This investment constitutes 3.41% of their stock portfolio, and JUNCTURE WEALTH STRATEGIES, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2015Q1. And since then JUNCTURE WEALTH STRATEGIES, LLC has made 22 purchases of SCHD, at an average price of $39.62, for a total of 403,184.00 shares. In addition, there have been 10 sales at an average price of $64.63 for 41,331.00 shares. Based on historical transaction data and SCHD's current price of $27.02, JUNCTURE WEALTH STRATEGIES, LLC's estimated gain on his SCHD holdings is $-3.53 Mil, reflecting a -22.08% gain to date.
JUNCTURE WEALTH STRATEGIES, LLC SCHD ($27.02) Holding Chart
JUNCTURE WEALTH STRATEGIES, LLC SCHD ($27.02) 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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