JUNCTURE WEALTH STRATEGIES, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.

Quarter-by-quarter ownership
JUNCTURE WEALTH STRATEGIES, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$825,687
-9.4%
17,711
-14.0%
0.38%
-15.7%
Q3 2023$910,873
-5.0%
20,594
-0.8%
0.44%
-0.9%
Q2 2023$958,466
-4.6%
20,764
-3.0%
0.45%
-9.3%
Q1 2023$1,004,678
+4.2%
21,417
+1.4%
0.50%
+7.8%
Q4 2022$963,814
+18.7%
21,113
+17.9%
0.46%
+13.3%
Q3 2022$812,000
+93.3%
17,911
+104.0%
0.40%
+95.7%
Q2 2022$420,000
-36.7%
8,778
-33.0%
0.21%
-34.3%
Q1 2022$663,000
+71.3%
13,103
+82.6%
0.32%
+71.2%
Q4 2021$387,000
+90.6%
7,174
+90.7%
0.18%
+43.8%
Q1 2021$203,000
-6.9%
3,761
-3.2%
0.13%
-7.2%
Q4 2020$218,0003,8860.14%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 550,084$25,804,44015.48%
KilterHowling LLC 306,542$14,379,86514.03%
Tenret Co LLC 329,713$15,466,83713.73%
Pioneer Wealth Management Group 277,871$13,034,92611.60%
FFG RETIREMENT ADVISORS LLC 249,036$11,682,27910.00%
RATIONAL ADVISORS LLC 2,447,696$114,821,4199.38%
Members Advisory Group LLC 292,598$13,725,8378.87%
BlueSky Wealth Advisors, LLC 878,005$41,187,1978.52%
Horst & Graben Wealth Management LLC 704,902$33,067,0008.20%
Waterford Advisors, LLC 320,890$15,0538.15%
View complete list of SCHWAB STRATEGIC TR shareholders