Juncture Wealth Strategies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.01M | Sell |
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|
2025
Q2 | $2.16M | Sell |
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|
2025
Q1 | $3.37M | Sell |
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|
2024
Q4 | $3.74M | Sell |
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|
2024
Q3 | $3.79M | Sell |
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|
2024
Q2 | $3.75M | Sell |
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|
2024
Q1 | $4.32M | Buy |
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|
2023
Q4 | $4.07M | Buy |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.71M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $765K | Buy |
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|
2022
Q3 | $635K | Sell |
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|
2022
Q2 | $854K | Buy |
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|
2022
Q1 | $877K | Buy |
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|
2021
Q4 | $728K | Buy |
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|
2021
Q3 | $609K | Buy |
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|
2021
Q2 | $585K | Buy |
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|
2021
Q1 | $306K | Sell |
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|
2020
Q4 | $367K | Buy |
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