Juncture Wealth Strategies »

Schwab Strategic Tr sht tm us tres shares owned by Juncture Wealth Strategies

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Juncture Wealth Strategies from 13F filings

Historical chart of Juncture Wealth Strategies investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 52k 48.21
2023-12-31 $2.6M 53k 48.45
2023-09-30 $3.1M 66k 47.89
2023-06-30 $6.2M 128k 48.06
2023-03-31 $5.7M 117k 48.79
2022-12-31 $775k 16k 48.24
2022-09-30 $973k 20k 48.25
2022-06-30 $1.5M 31k 49.21
2022-03-31 $2.5M 51k 49.53
2021-12-31 $2.6M 51k 50.84
2021-09-30 $2.6M 52k 51.20
2021-06-30 $2.6M 52k 51.22
2021-03-31 $2.8M 55k 51.31
2020-12-31 $4.4M 86k 51.39
2020-09-30 $4.8M 93k 51.50
2020-06-30 $4.4M 85k 51.63
2020-03-31 $5.9M 113k 51.73
2019-12-31 $8.3M 165k 50.48
2019-09-30 $8.2M 163k 50.59
2019-06-30 $6.7M 132k 50.59
2019-03-31 $4.9M 97k 50.19
2018-12-31 $7.3M 147k 49.91
2018-09-30 $9.1M 184k 49.57
2018-06-30 $9.2M 184k 49.74
2018-03-31 $8.7M 174k 49.84
2017-12-31 $8.1M 161k 50.03
2017-09-30 $9.1M 181k 50.40
2017-06-30 $9.0M 178k 50.42
2017-03-31 $7.5M 148k 50.46
2016-12-31 $7.4M 146k 50.42
2016-09-30 $7.4M 145k 50.79
2016-06-30 $6.9M 135k 50.96
2016-03-31 $12M 243k 50.80
2015-12-31 $12M 240k 50.44
2015-09-30 $11M 220k 50.80
2015-06-30 $11M 216k 50.71
2015-03-31 $11M 213k 50.75
2014-12-31 $20M 397k 50.59

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Global X Fds S&p 500 Covered (XYLD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Uranium (URA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Juncture Wealth Strategies

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
SCS Capital Management
Pnc Financial Services
Mercer Global Advisors
Greenline Partners
MCF Advisors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors
Massmutual Trust

View all funds holding Schwab Strategic Tr sht tm us tres