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Juncture Wealth Strategies’s Schwab US Broad Market ETF SCHB Stock Holding History

Juncture Wealth Strategies’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.5M Sell
1,226,246
-40,635
-3% -$1.14M 9.24% 2
2026
Q1 		$31.8M Sell
1,266,881
-6,658
-0.5% -$175K 10.63% 2
2025
Q4 		$33.4M Buy
1,273,539
+398
+0% +$10.4K 11% 2
2025
Q3 		$32.7M Buy
1,273,141
+12,092
+1% +$299K 10.97% 2
2025
Q2 		$30.1M Buy
1,261,049
+475,070
+60% +$10.5M 10.68% 2
2025
Q1 		$16.9M Sell
785,979
-14,247
-2% -$324K 6.57% 3
2024
Q4 		$18.2M Buy
800,226
+40,230
+5% +$919K 6.77% 3
2024
Q3 		$16.9M Sell
759,996
-16,263
-2% -$347K 6.52% 3
2024
Q2 		$16.3M Buy
776,259
+29,805
+4% +$604K 6.82% 3
2024
Q1 		$15.2M Buy
746,454
+19,176
+3% +$371K 6.54% 3
2023
Q4 		$13.5M Buy
727,278
+39,555
+6% +$683K 6.13% 2
2023
Q3 		$11.4M Sell
687,723
-546,687
-44% -$9.46M 5.59% 3
2023
Q2 		$21.3M Sell
1,234,410
-31,077
-2% -$507K 9.96% 2
2023
Q1 		$20.2M Sell
1,265,487
-944,013
-43% -$14.8M 9.95% 2
2022
Q4 		$33M Buy
2,209,500
+1,298,358
+142% +$19.5M 15.71% 1
2022
Q3 		$12.8M Buy
911,142
+48,438
+6% +$754K 6.35% 3
2022
Q2 		$12.7M Sell
862,704
-659,919
-43% -$10.6M 6.26% 3
2022
Q1 		$27.1M Sell
1,522,623
-242,061
-14% -$4.25M 12.88% 1
2021
Q4 		$33.2M Sell
1,764,684
-179,076
-9% -$3.29M 15.82% 1
2021
Q3 		$33.6M Buy
1,943,760
+197,982
+11% +$3.52M 17.75% 1
2021
Q2 		$31.2M Buy
1,745,778
+575,910
+49% +$9.75M 17.91% 1
2021
Q1 		$18.7M Sell
1,169,868
-544,428
-32% -$8.58M 11.79% 1
2020
Q4 		$26M Buy
1,714,296
+186,174
+12% +$2.65M 16.46% 1
2020
Q3 		$20.3M Sell
1,528,122
-48,198
-3% -$634K 14.01% 1
2020
Q2 		$19.3M Buy
1,576,320
+130,698
+9% +$1.51M 14.57% 1
2020
Q1 		$14.6M Buy
1,445,622
+587,322
+68% +$7.11M 13.43% 1
2019
Q4 		$11M Sell
858,300
-5,766
-0.7% -$70.8K 8.57% 1
2019
Q3 		$10.2M Buy
864,066
+101,664
+13% +$1.2M 9% 1
2019
Q2 		$8.96M Buy
762,402
+241,902
+46% +$2.79M 7.21% 1
2019
Q1 		$5.9M Buy
520,500
+211,710
+69% +$2.31M 4.56% 3
2018
Q4 		$3.08M Sell
308,790
-34,644
-10% -$375K 2.08% 12
2018
Q3 		$4.03M Buy
343,434
+7,644
+2% +$88.1K 2.11% 15
2018
Q2 		$3.69M Buy
335,790
+20,538
+7% +$225K 1.98% 15
2018
Q1 		$3.35M Sell
315,252
-9,540
-3% -$105K 1.87% 15
2017
Q4 		$3.49M Sell
324,792
-77,184
-19% -$809K 1.96% 13
2017
Q3 		$4.08M Buy
401,976
+37,008
+10% +$367K 2.29% 13
2017
Q2 		$3.56M Buy
364,968
+53,946
+17% +$521K 2.04% 18
2017
Q1 		$2.96M Buy
+311,022
New +$2.92M 1.82% 20

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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

Juncture Wealth Strategies reduced its Schwab US Broad Market ETF (SCHB) stake by 3.2% in Q2 2026, selling an estimated $1.14M and leaving 1,226,246 shares worth $35.5M. The position accounts for 9.24% of the portfolio, ranked #2.

Juncture Wealth Strategies first reported a position in SCHB in Q1 2017 and has held it in 38 quarters since. 559 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Juncture Wealth Strategies held 1,226,246 shares of Schwab US Broad Market ETF worth $35.5M as of Q2 2026.
  • Juncture Wealth Strategies sold 40,635 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.14M.
  • Schwab US Broad Market ETF made up 9.24% of Juncture Wealth Strategies's portfolio in Q2 2026, its #2 holding.
  • Juncture Wealth Strategies first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 38 quarters since.
  • 559 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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