Back to SCHW-PJ
JUNCTURE WEALTH STRATEGIES, LLC → SCHW-PJ
JUNCTURE WEALTH STRATEGIES, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
37
Latest value
$1.8M
Q3 2026
Peak value
$35.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $32.7M |
| Q3 2025 | $905K |
| Q3 2025 | $2.6M |
| Q3 2025 | $2M |
| Q3 2025 | $10M |
| Q3 2025 | $727K |
| Q3 2025 | $721K |
| Q3 2025 | $2M |
| Q4 2025 | $33.4M |
| Q4 2025 | $926K |
| Q4 2025 | $2.4M |
| Q4 2025 | $1.8M |
| Q4 2025 | $10.6M |
| Q4 2025 | $787K |
| Q4 2025 | $672K |
| Q4 2025 | $2M |
| Q1 2026 | $31.8M |
| Q1 2026 | $1.8M |
| Q1 2026 | $2.4M |
| Q1 2026 | $1.8M |
| Q1 2026 | $11.9M |
| Q1 2026 | $779K |
| Q1 2026 | $1.9M |
| Q2 2026 | $35.5M |
| Q2 2026 | $1.8M |
| Q2 2026 | $2.6M |
| Q2 2026 | $2.1M |
| Q2 2026 | $10.3M |
| Q2 2026 | $828K |
| Q2 2026 | $1.9M |
| Q3 2026 | $35.4M |
| Q3 2026 | $1.9M |
| Q3 2026 | $2.3M |
| Q3 2026 | $1.7M |
| Q3 2026 | $10.5M |
| Q3 2026 | $837K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 75.6K | — | — |
| Q3 2026 | $837K | 37.9K | — | — |
| Q3 2026 | $10.5M | 322.9K | — | — |
| Q3 2026 | $1.7M | 52.9K | — | — |
| Q3 2026 | $2.3M | 67.5K | — | — |
| Q3 2026 | $1.9M | 52.3K | — | — |
| Q3 2026 | $35.4M | 1.21M | — | — |
| Q2 2026 | $1.9M | 77.1K | — | — |
| Q2 2026 | $828K | 35.8K | — | — |
| Q2 2026 | $10.3M | 323.5K | — | — |
| Q2 2026 | $2.1M | 57.0K | — | — |
| Q2 2026 | $2.6M | 71.8K | — | — |
| Q2 2026 | $1.8M | 53.1K | — | — |
| Q2 2026 | $35.5M | 1.23M | — | — |
| Q1 2026 | $1.9M | 79.2K | — | — |
| Q1 2026 | $779K | 33.5K | — | — |
| Q1 2026 | $11.9M | 387.3K | — | — |
| Q1 2026 | $1.8M | 60.7K | — | — |
| Q1 2026 | $2.4M | 77.2K | — | — |
| Q1 2026 | $1.8M | 61.1K | — | — |
| Q1 2026 | $31.8M | 1.27M | — | — |
| Q4 2025 | $2M | 81.3K | — | — |
| Q4 2025 | $672K | 32.2K | — | — |
| Q4 2025 | $787K | 33.7K | — | — |
| Q4 2025 | $10.6M | 387.0K | — | — |
| Q4 2025 | $1.8M | 62.3K | — | — |
| Q4 2025 | $2.4M | 79.7K | — | — |
| Q4 2025 | $926K | 28.4K | — | — |
| Q4 2025 | $33.4M | 1.27M | — | — |
| Q3 2025 | $2M | 83.0K | — | — |
| Q3 2025 | $721K | 33.4K | — | — |
| Q3 2025 | $727K | 31.0K | — | — |
| Q3 2025 | $10M | 365.6K | — | — |
| Q3 2025 | $2M | 72.0K | — | — |
| Q3 2025 | $2.6M | 88.5K | — | — |
| Q3 2025 | $905K | 28.4K | — | — |
| Q3 2025 | $32.7M | 1.27M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B