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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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