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Juncture Wealth Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Juncture Wealth Strategies’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3M Sell
323,518
-63,831
-16% -$2.03M 2.67% 5
2026
Q1 		$11.9M Buy
387,349
+375
+0.1% +$11.4K 3.97% 4
2025
Q4 		$10.6M Buy
386,974
+21,415
+6% +$582K 3.49% 4
2025
Q3 		$9.98M Buy
365,559
+3,706
+1% +$101K 3.34% 4
2025
Q2 		$9.59M Buy
361,853
+5,447
+2% +$142K 3.41% 4
2025
Q1 		$9.97M Buy
356,406
+1,417
+0.4% +$39.5K 3.87% 5
2024
Q4 		$9.7M Buy
354,989
+26,771
+8% +$761K 3.61% 5
2024
Q3 		$9.25M Buy
328,218
+10,995
+3% +$300K 3.58% 6
2024
Q2 		$8.22M Buy
317,223
+25,431
+9% +$662K 3.45% 6
2024
Q1 		$7.84M Buy
291,792
+3,378
+1% +$87.3K 3.37% 6
2023
Q4 		$7.32M Buy
288,414
+4,209
+1% +$100K 3.32% 6
2023
Q3 		$6.7M Sell
284,205
-1,932
-0.7% -$47.4K 3.28% 7
2023
Q2 		$6.93M Buy
286,137
+2,229
+0.8% +$53.3K 3.24% 6
2023
Q1 		$6.92M Buy
283,908
+59,463
+26% +$1.49M 3.41% 7
2022
Q4 		$5.65M Sell
224,445
-69,201
-24% -$1.71M 2.69% 8
2022
Q3 		$6.5M Buy
293,646
+10,527
+4% +$256K 3.24% 7
2022
Q2 		$6.76M Buy
283,119
+5,010
+2% +$127K 3.33% 6
2022
Q1 		$7.31M Sell
278,109
-885
-0.3% -$23.2K 3.48% 6
2021
Q4 		$7.52M Buy
278,994
+13,740
+5% +$357K 3.58% 4
2021
Q3 		$6.56M Buy
265,254
+11,703
+5% +$297K 3.46% 5
2021
Q2 		$6.52M Sell
253,551
-3,504
-1% -$88.5K 3.75% 5
2021
Q1 		$6.27M Buy
257,055
+25,917
+11% +$589K 3.95% 5
2020
Q4 		$4.94M Buy
231,138
+6,237
+3% +$126K 3.13% 5
2020
Q3 		$4.15M Buy
224,901
+18,033
+9% +$332K 2.86% 6
2020
Q2 		$3.57M Sell
206,868
-18,183
-8% -$307K 2.69% 7
2020
Q1 		$3.37M Buy
225,051
+65,586
+41% +$1.18M 3.11% 7
2019
Q4 		$3.08M Buy
159,465
+26,166
+20% +$490K 2.4% 7
2019
Q3 		$2.43M Buy
133,299
+12,540
+10% +$224K 2.14% 10
2019
Q2 		$2.14M Sell
120,759
-5,442
-4% -$95.7K 1.72% 13
2019
Q1 		$2.2M Sell
126,201
-6,954
-5% -$117K 1.7% 15
2018
Q4 		$2.08M Sell
133,155
-17,892
-12% -$298K 1.41% 20
2018
Q3 		$2.67M Buy
151,047
+24,210
+19% +$419K 1.4% 21
2018
Q2 		$2.08M Sell
126,837
-2,196
-2% -$36.1K 1.12% 28
2018
Q1 		$2.11M Sell
129,033
-4,107
-3% -$70K 1.18% 22
2017
Q4 		$2.27M Buy
133,140
+651
+0.5% +$10.7K 1.28% 24
2017
Q3 		$2.07M Sell
132,489
-2,577
-2% -$39.4K 1.16% 28
2017
Q2 		$2.03M Buy
135,066
+981
+0.7% +$14.7K 1.17% 28
2017
Q1 		$1.99M Buy
134,085
+7,548
+6% +$111K 1.23% 26
2016
Q4 		$1.84M Sell
126,537
-1,137
-0.9% -$16.1K 1.27% 23
2016
Q3 		$1.8M Buy
127,674
+5,823
+5% +$82.2K 1.22% 27
2016
Q2 		$1.68M Buy
121,851
+2,328
+2% +$31.4K 1.2% 25
2016
Q1 		$1.6M Buy
119,523
+20,415
+21% +$259K 1.18% 24
2015
Q4 		$1.27M Buy
99,108
+24,558
+33% +$316K 0.95% 22
2015
Q3 		$893K Buy
74,550
+32,736
+78% +$409K 0.72% 29
2015
Q2 		$534K Buy
41,814
+3,789
+10% +$50.2K 0.43% 55
2015
Q1 		$500K Sell
38,025
-31,605
-45% -$420K 0.41% 55
2014
Q4 		$918K Buy
+69,630
New +$911K 0.44% 51

Other funds holding SCHD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

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

Juncture Wealth Strategies reduced its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q2 2026, selling an estimated $2.03M and leaving 323,518 shares worth $10.3M. The position accounts for 2.67% of the portfolio, ranked #5.

Juncture Wealth Strategies first reported a position in SCHD in Q4 2014 and has held it in 47 quarters since. The position peaked at $11.9M in Q1 2026. 822 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Juncture Wealth Strategies held 323,518 shares of Schwab US Dividend Equity ETF worth $10.3M as of Q2 2026.
  • Juncture Wealth Strategies sold 63,831 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.03M.
  • Schwab US Dividend Equity ETF made up 2.67% of Juncture Wealth Strategies's portfolio in Q2 2026, its #5 holding.
  • Juncture Wealth Strategies first reported a position in Schwab US Dividend Equity ETF in Q4 2014 and has held it in 47 quarters since.
  • Juncture Wealth Strategies's Schwab US Dividend Equity ETF position peaked at $11.9M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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