Juncture Wealth Strategies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Juncture Wealth Strategies’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.06M	Sell	57,031 -3,679	-6%	-$122K	0.54%	41
2026 Q1	$1.77M	Sell	60,710 -1,585	-3%	-$47.5K	0.59%	35
2025 Q4	$1.77M	Sell	62,295 -9,721	-13%	-$275K	0.58%	32
2025 Q3	$2.01M	Sell	72,016 -13,392	-16%	-$358K	0.67%	28
2025 Q2	$2.16M	Sell	85,408 -58,239	-41%	-$1.38M	0.77%	22
2025 Q1	$3.37M	Sell	143,647 -871	-0.6%	-$22.2K	1.31%	16
2024 Q4	$3.74M	Sell	144,518 -2,670	-2%	-$71K	1.39%	16
2024 Q3	$3.79M	Sell	147,188 -10,712	-7%	-$266K	1.47%	15
2024 Q2	$3.75M	Sell	157,900 -17,554	-10%	-$416K	1.57%	14
2024 Q1	$4.32M	Buy	175,454 +3,186	+2%	+$74.6K	1.86%	13
2023 Q4	$4.07M	Buy	172,268 +97,028	+129%	+$2.05M	1.85%	14
2023 Q3	$1.56M	Sell	75,240 -2,642	-3%	-$58K	0.76%	32
2023 Q2	$1.71M	Buy	77,882 +24,616	+46%	+$513K	0.8%	29
2023 Q1	$1.12M	Buy	53,266 +15,478	+41%	+$333K	0.55%	32
2022 Q4	$765K	Buy	37,788 +4,196	+12%	+$86K	0.36%	50
2022 Q3	$635K	Sell	33,592 -10,214	-23%	-$214K	0.32%	59
2022 Q2	$854K	Buy	43,806 +6,776	+18%	+$145K	0.42%	40
2022 Q1	$877K	Buy	37,030 +8,602	+30%	+$203K	0.42%	47
2021 Q4	$728K	Buy	28,428 +4,108	+17%	+$106K	0.35%	60
2021 Q3	$609K	Buy	24,320 +1,388	+6%	+$35.2K	0.32%	61
2021 Q2	$585K	Buy	22,932 +10,536	+85%	+$269K	0.34%	66
2021 Q1	$306K	Sell	12,396 -4,096	-25%	-$101K	0.19%	84
2020 Q4	$367K	Buy	+16,492	New	+$328K	0.23%	80

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Juncture Wealth Strategies's SCHA Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 6.1% in Q2 2026, selling an estimated $122K and leaving 57,031 shares worth $2.06M. The position accounts for 0.54% of the portfolio, ranked #41.

Juncture Wealth Strategies first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.32M in Q1 2024. 542 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Juncture Wealth Strategies held 57,031 shares of Schwab U.S Small- Cap ETF worth $2.06M as of Q2 2026.
Juncture Wealth Strategies sold 3,679 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $122K.
Schwab U.S Small- Cap ETF made up 0.54% of Juncture Wealth Strategies's portfolio in Q2 2026, its #41 holding.
Juncture Wealth Strategies first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
Juncture Wealth Strategies's Schwab U.S Small- Cap ETF position peaked at $4.32M in Q1 2024.
542 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.