JWS
Juncture Wealth Strategies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Sell |
31,076
-1,406
| -4% | -$32.7K | 0.26% | 54 |
|
|
2025
Q1 | $752K | Sell |
32,482
-2,860
| -8% | -$66.2K | 0.29% | 60 |
|
|
2024
Q4 | $802K | Buy |
35,342
+17,302
| +96% | +$393K | 0.3% | 52 |
|
|
2024
Q3 | $857K | Sell |
18,040
-787
| -4% | -$37.4K | 0.33% | 45 |
|
|
2024
Q2 | $858K | Buy |
18,827
+217
| +1% | +$9.89K | 0.36% | 45 |
|
|
2024
Q1 | $856K | Buy |
18,610
+899
| +5% | +$41.4K | 0.37% | 45 |
|
|
2023
Q4 | $826K | Sell |
17,711
-2,883
| -14% | -$134K | 0.37% | 49 |
|
|
2023
Q3 | $911K | Sell |
20,594
-170
| -0.8% | -$7.52K | 0.45% | 48 |
|
|
2023
Q2 | $958K | Sell |
20,764
-653
| -3% | -$30.1K | 0.45% | 39 |
|
|
2023
Q1 | $1M | Buy |
21,417
+304
| +1% | +$14.3K | 0.5% | 38 |
|
|
2022
Q4 | $964K | Buy |
21,113
+3,202
| +18% | +$146K | 0.46% | 40 |
|
|
2022
Q3 | $812K | Buy |
17,911
+9,133
| +104% | +$414K | 0.4% | 47 |
|
|
2022
Q2 | $420K | Sell |
8,778
-4,325
| -33% | -$207K | 0.21% | 75 |
|
|
2022
Q1 | $663K | Buy |
13,103
+5,929
| +83% | +$300K | 0.32% | 62 |
|
|
2021
Q4 | $387K | Buy |
+7,174
| New | +$387K | 0.18% | 95 |
|
|
2021
Q2 | – | Sell |
-3,761
| Closed | -$203K | – | 120 |
|
|
2021
Q1 | $203K | Sell |
3,761
-125
| -3% | -$6.75K | 0.13% | 100 |
|
|
2020
Q4 | $218K | Buy |
+3,886
| New | +$218K | 0.14% | 102 |
|