Juncture Wealth Strategies’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.62M | Sell |
|
|||||
|
2025
Q2 | $2.73M | Sell |
|
|||||
|
2025
Q1 | $3.73M | Sell |
|
|||||
|
2024
Q4 | $3.99M | Sell |
|
|||||
|
2024
Q3 | $3.99M | Sell |
|
|||||
|
2024
Q2 | $3.96M | Buy |
|
|||||
|
2024
Q1 | $4.08M | Sell |
|
|||||
|
2023
Q4 | $4.25M | Buy |
|
|||||
|
2023
Q3 | $1.67M | Sell |
|
|||||
|
2023
Q2 | $2.22M | Buy |
|
|||||
|
2023
Q1 | $1.86M | Sell |
|
|||||
|
2022
Q4 | $1.95M | Buy |
|
|||||
|
2022
Q3 | $1.75M | Sell |
|
|||||
|
2022
Q2 | $3.16M | Buy |
|
|||||
|
2022
Q1 | $2.06M | Sell |
|
|||||
|
2021
Q4 | $2.25M | Buy |
|
|||||
|
2021
Q3 | $1.91M | Buy |
|
|||||
|
2021
Q2 | $1.07M | Sell |
|
|||||
|
2021
Q1 | $2.17M | Sell |
|
|||||
|
2020
Q4 | $4.09M | Sell |
|
|||||
|
2020
Q3 | $3.96M | Sell |
|
|||||
|
2020
Q2 | $4.23M | Sell |
|
|||||
|
2020
Q1 | $3.63M | Buy |
|
|||||
|
2019
Q4 | $2.35M | Sell |
|
|||||
|
2019
Q3 | $2.24M | Buy |
|
|||||
|
2019
Q2 | $2.04M | Sell |
|
|||||
|
2019
Q1 | $2.45M | Sell |
|
|||||
|
2018
Q4 | $2.85M | Buy |
|
|||||
|
2018
Q3 | $1.82M | Buy |
|
|||||
|
2018
Q2 | $1.02M | Sell |
|
|||||
|
2018
Q1 | $1.05M | Sell |
|
|||||
|
2017
Q4 | $1.4M | Sell |
|
|||||
|
2017
Q3 | $3.32M | Sell |
|
|||||
|
2017
Q2 | $3.69M | Buy |
|
|||||
|
2017
Q1 | $3.59M | Buy |
|
|||||
|
2016
Q4 | $3.06M | Buy |
|
|||||
|
2016
Q3 | $2.9M | Buy |
|
|||||
|
2016
Q2 | $2.44M | Buy |
|
|||||
|
2016
Q1 | $971K | Buy |
|