Schwab U S Small Cap ETF shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 72k | 27.90 |
| 2025-06-30 | $2.2M | 85k | 25.30 |
| 2025-03-31 | $3.4M | 144k | 23.43 |
| 2024-12-31 | $3.7M | 145k | 25.86 |
| 2024-09-30 | $3.8M | 74k | 51.50 |
| 2024-06-30 | $3.7M | 79k | 47.45 |
| 2024-03-31 | $4.3M | 88k | 49.24 |
| 2023-12-31 | $4.1M | 86k | 47.24 |
| 2023-09-30 | $1.6M | 38k | 41.42 |
| 2023-06-30 | $1.7M | 39k | 43.80 |
| 2023-03-31 | $1.1M | 27k | 41.93 |
| 2022-12-31 | $765k | 19k | 40.51 |
| 2022-09-30 | $635k | 17k | 37.81 |
| 2022-06-30 | $854k | 22k | 38.99 |
| 2022-03-31 | $877k | 19k | 47.37 |
| 2021-12-31 | $728k | 7.1k | 102.43 |
| 2021-09-30 | $609k | 6.1k | 100.16 |
| 2021-06-30 | $585k | 5.7k | 102.04 |
| 2021-03-31 | $306k | 3.1k | 98.74 |
| 2020-12-31 | $367k | 4.1k | 89.01 |
More positions owned by Juncture Wealth Strategies
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