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Juncture Wealth Strategies’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Juncture Wealth Strategies’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.65M Sell
71,816
-5,395
-7% -$186K 0.69% 37
2026
Q1 		$2.39M Sell
77,211
-2,442
-3% -$77.8K 0.8% 22
2025
Q4 		$2.4M Sell
79,653
-8,841
-10% -$264K 0.79% 22
2025
Q3 		$2.62M Sell
88,494
-8,957
-9% -$261K 0.88% 21
2025
Q2 		$2.73M Sell
97,451
-44,911
-32% -$1.18M 0.97% 19
2025
Q1 		$3.73M Sell
142,362
-1,515
-1% -$42.2K 1.45% 12
2024
Q4 		$3.99M Sell
143,877
-156
-0.1% -$4.45K 1.49% 14
2024
Q3 		$3.99M Sell
144,033
-8,418
-6% -$224K 1.54% 14
2024
Q2 		$3.96M Buy
152,451
+2,139
+1% +$56K 1.66% 13
2024
Q1 		$4.08M Sell
150,312
-18,873
-11% -$481K 1.76% 14
2023
Q4 		$4.25M Buy
169,185
+94,944
+128% +$2.18M 1.93% 12
2023
Q3 		$1.67M Sell
74,241
-19,449
-21% -$461K 0.82% 29
2023
Q2 		$2.22M Buy
93,690
+11,466
+14% +$258K 1.04% 24
2023
Q1 		$1.86M Sell
82,224
-6,759
-8% -$156K 0.92% 26
2022
Q4 		$1.95M Buy
88,983
+2,343
+3% +$51.4K 0.93% 23
2022
Q3 		$1.75M Sell
86,640
-64,542
-43% -$1.44M 0.87% 30
2022
Q2 		$3.16M Buy
151,182
+69,612
+85% +$1.61M 1.56% 24
2022
Q1 		$2.06M Sell
81,570
-2,298
-3% -$57.6K 0.98% 24
2021
Q4 		$2.25M Buy
83,868
+9,282
+12% +$248K 1.07% 25
2021
Q3 		$1.91M Buy
74,586
+33,705
+82% +$881K 1.01% 22
2021
Q2 		$1.07M Sell
40,881
-46,833
-53% -$1.21M 0.62% 33
2021
Q1 		$2.17M Sell
87,714
-92,331
-51% -$2.24M 1.36% 16
2020
Q4 		$4.09M Sell
180,045
-34,089
-16% -$711K 2.59% 8
2020
Q3 		$3.96M Sell
214,134
-27,006
-11% -$500K 2.74% 7
2020
Q2 		$4.23M Sell
241,140
-17,547
-7% -$286K 3.19% 6
2020
Q1 		$3.63M Buy
258,687
+141,561
+121% +$2.59M 3.35% 6
2019
Q4 		$2.35M Sell
117,126
-1,965
-2% -$38K 1.83% 14
2019
Q3 		$2.24M Buy
119,091
+12,105
+11% +$229K 1.98% 13
2019
Q2 		$2.04M Sell
106,986
-25,716
-19% -$481K 1.64% 15
2019
Q1 		$2.45M Sell
132,702
-45,984
-26% -$822K 1.89% 13
2018
Q4 		$2.85M Buy
178,686
+84,033
+89% +$1.47M 1.93% 13
2018
Q3 		$1.82M Buy
94,653
+39,045
+70% +$744K 0.95% 32
2018
Q2 		$1.02M Sell
55,608
-3,708
-6% -$67.1K 0.54% 44
2018
Q1 		$1.05M Sell
59,316
-19,509
-25% -$350K 0.58% 41
2017
Q4 		$1.4M Sell
78,825
-120,075
-60% -$2.07M 0.79% 36
2017
Q3 		$3.32M Sell
198,900
-31,287
-14% -$509K 1.86% 15
2017
Q2 		$3.69M Buy
230,187
+2,853
+1% +$45.3K 2.12% 17
2017
Q1 		$3.59M Buy
227,334
+23,838
+12% +$372K 2.21% 18
2016
Q4 		$3.06M Buy
203,496
+3,738
+2% +$54.7K 2.12% 17
2016
Q3 		$2.9M Buy
199,758
+25,743
+15% +$372K 1.96% 18
2016
Q2 		$2.44M Buy
174,015
+102,228
+142% +$1.41M 1.74% 18
2016
Q1 		$971K Buy
+71,787
New +$906K 0.72% 38

Other funds holding SCHM

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Juncture Wealth Strategies reduced its Schwab US Mid-Cap ETF (SCHM) stake by 7% in Q2 2026, selling an estimated $186K and leaving 71,816 shares worth $2.65M. The position accounts for 0.69% of the portfolio, ranked #37.

Juncture Wealth Strategies first reported a position in SCHM in Q1 2016 and has held it in 42 quarters since. The position peaked at $4.25M in Q4 2023. 430 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Juncture Wealth Strategies held 71,816 shares of Schwab US Mid-Cap ETF worth $2.65M as of Q2 2026.
  • Juncture Wealth Strategies sold 5,395 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $186K.
  • Schwab US Mid-Cap ETF made up 0.69% of Juncture Wealth Strategies's portfolio in Q2 2026, its #37 holding.
  • Juncture Wealth Strategies first reported a position in Schwab US Mid-Cap ETF in Q1 2016 and has held it in 42 quarters since.
  • Juncture Wealth Strategies's Schwab US Mid-Cap ETF position peaked at $4.25M in Q4 2023.
  • 430 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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