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JUNCTURE WEALTH STRATEGIES, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JUNCTURE WEALTH STRATEGIES, LLC on SCHD, newest first. How the timeline and the estimate are built.

JUNCTURE WEALTH STRATEGIES, LLC held 322,879 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 322,879 shares
    Change vs previous 13F -639 shares

    2.69% of the 13F portfolio, value $10,503,248.

    13F-HR 0001632866-26-000006 filed by JUNCTURE WEALTH STRATEGIES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 323,518 shares
    Change vs previous 13F -63,831 shares

    2.67% of the 13F portfolio, value $10,258,759.

    13F-HR 0001632866-26-000004 filed by JUNCTURE WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 387,349 shares
    Change vs previous 13F +375 shares

    3.97% of the 13F portfolio, value $11,883,858.

    13F-HR 0001632866-26-000003 filed by JUNCTURE WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 386,974 shares
    Change vs previous 13F +21,415 shares

    3.49% of the 13F portfolio, value $10,614,710.

    13F-HR 0001632866-26-000001 filed by JUNCTURE WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 365,559 shares
    Change vs previous 13F +3,706 shares

    3.34% of the 13F portfolio, value $9,979,768.

    13F-HR 0001632866-25-000006 filed by JUNCTURE WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 361,853 shares
    Change vs previous 13F +5,447 shares

    3.41% of the 13F portfolio, value $9,589,104.

    13F-HR 0001632866-25-000004 filed by JUNCTURE WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 356,406 shares
    Change vs previous 13F +1,417 shares

    3.87% of the 13F portfolio, value $9,965,098.

    13F-HR 0001632866-25-000003 filed by JUNCTURE WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 354,989 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $9,698,295.

    13F-HR 0001632866-25-000002 filed by JUNCTURE WEALTH STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).