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Sch Us Mid-cap Etf etf shares owned by Juncture Wealth Strategies

Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Juncture Wealth Strategies from 13F filings

Historical chart of Juncture Wealth Strategies investment in Sch Us Mid-cap Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Sch Us Mid-cap Etf etf held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 48k 83.09
2024-06-30 $4.0M 51k 77.83
2024-03-31 $4.1M 50k 81.43
2023-12-31 $4.2M 56k 75.32
2023-09-30 $1.7M 25k 67.68
2023-06-30 $2.2M 31k 71.03
2023-03-31 $1.9M 27k 67.85
2022-12-31 $1.9M 30k 65.61
2022-09-30 $1.7M 29k 60.53
2022-06-30 $3.2M 50k 62.73
2022-03-31 $2.1M 27k 75.87
2021-12-31 $2.2M 28k 80.45
2021-09-30 $1.9M 25k 76.66
2021-06-30 $1.1M 14k 78.81
2021-03-31 $2.2M 29k 74.08
2020-12-31 $4.1M 60k 68.18
2020-09-30 $4.0M 71k 55.48
2020-06-30 $4.2M 80k 52.63
2020-03-31 $3.6M 86k 42.16
2019-12-31 $2.3M 39k 60.14
2019-09-30 $2.2M 40k 56.53
2019-06-30 $2.0M 36k 57.09
2019-03-31 $2.5M 44k 55.39
2018-12-31 $2.9M 60k 47.93
2018-09-30 $1.8M 32k 57.84
2018-06-30 $1.0M 19k 54.87
2018-03-31 $1.0M 20k 52.90
2017-12-31 $1.4M 26k 53.28
2017-09-30 $3.3M 66k 50.11
2017-06-30 $3.7M 77k 48.16
2017-03-31 $3.6M 76k 47.34
2016-12-31 $3.1M 68k 45.16
2016-09-30 $2.9M 67k 43.52
2016-06-30 $2.4M 58k 42.01
2016-03-31 $971k 24k 40.58

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)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Global X Fds S&p 500 Covered (XYLD)
Global X Fds Global X Uranium (URA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Juncture Wealth Strategies

Top funds holding Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
Creative Planning
Moneta Group Investment Advisors
HighTower Advisors
Northwestern Mutual Wealth Management Company
HPM Partners
Wealth Enhancement Advisory Services
Advisory Alpha
Legacy Wealth Management
Fragasso
JMG Financial Group
Envestnet Asset Management
Prime Capital Investment Advisors
Mariner Wealth Advisors
Raymond James Financial Services Advisors

View all funds holding Sch Us Mid-cap Etf etf