JUNCTURE WEALTH STRATEGIES, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 836 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
JUNCTURE WEALTH STRATEGIES, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$3,746,178
-13.3%
78,950
-10.0%
1.57%
-15.5%
Q1 2024$4,319,677
+6.2%
87,727
+1.8%
1.86%
+0.6%
Q4 2023$4,068,970
+161.1%
86,134
+129.0%
1.85%
+142.4%
Q3 2023$1,558,220
-8.6%
37,620
-3.4%
0.76%
-4.5%
Q2 2023$1,705,616
+52.7%
38,941
+46.2%
0.80%
+45.1%
Q1 2023$1,116,723
+45.9%
26,633
+41.0%
0.55%
+51.1%
Q4 2022$765,397
+20.5%
18,894
+12.5%
0.36%
+15.2%
Q3 2022$635,000
-25.6%
16,796
-23.3%
0.32%
-24.9%
Q2 2022$854,000
-2.6%
21,903
+18.3%
0.42%
+1.0%
Q1 2022$877,000
+20.5%
18,515
+160.5%
0.42%
+20.2%
Q4 2021$728,000
+19.5%
7,107
+16.9%
0.35%
+8.1%
Q3 2021$609,000
+4.1%
6,080
+6.1%
0.32%
-4.5%
Q2 2021$585,000
+91.2%
5,733
+85.0%
0.34%
+74.1%
Q1 2021$306,000
-16.6%
3,099
-24.8%
0.19%
-16.8%
Q4 2020$367,0004,1230.23%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 380,031$18,032,45713.00%
ZynergyRetirementPlanningLLC 264,951$12,571,9259.62%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 855,552$40,732,3119.61%
Tradewinds Capital Management, LLC 616,492$29,252,5338.63%
Mokosak Advisory Group, LLC 530,032$25,150,2538.31%
First International Bank & Trust 431,959$20,496,4547.05%
Ascension Capital Advisors, Inc. 276,105$13,101,1616.96%
ForthRight Wealth Management, LLC 392,674$18,632,3606.70%
MARSHALL FINANCIAL GROUP INC /ADV 397,983$18,884,2846.13%
Waterford Advisors, LLC 299,281$14,200,8865.95%
View complete list of SCHWAB STRATEGIC TR shareholders