BFG
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Berger Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Berger Financial Group’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 		$514K Buy
14,238
+2
+0% +$66 0.03% 295
2026
Q1 		$414K Sell
14,236
-700
-5% -$21K 0.02% 311
2025
Q4 		$425K Sell
14,936
-19
-0.1% -$537 0.02% 314
2025
Q3 		$417K Sell
14,955
-1,129
-7% -$30.2K 0.02% 304
2025
Q2 		$407K Sell
16,084
-1,049
-6% -$24.8K 0.03% 293
2025
Q1 		$401K Sell
17,133
-123,413
-88% -$3.15M 0.03% 289
2024
Q4 		$3.63M Sell
140,546
-3,068
-2% -$81.6K 0.25% 96
2024
Q3 		$3.7M Sell
143,614
-391,982
-73% -$9.73M 0.27% 89
2024
Q2 		$12.7M Buy
535,596
+75,818
+16% +$1.8M 1.01% 22
2024
Q1 		$11.3M Buy
459,778
+44,786
+11% +$1.05M 0.93% 23
2023
Q4 		$9.8M Buy
414,992
+13,790
+3% +$291K 1.02% 21
2023
Q3 		$8.31M Buy
401,202
+28,374
+8% +$623K 0.95% 22
2023
Q2 		$8.16M Buy
372,828
+25,452
+7% +$530K 0.93% 20
2023
Q1 		$7.28M Sell
347,376
-42,244
-11% -$908K 0.88% 22
2022
Q4 		$7.89M Buy
389,620
+4,638
+1% +$95K 1.04% 21
2022
Q3 		$7.28M Buy
384,982
+14,006
+4% +$293K 1.07% 21
2022
Q2 		$7.23M Sell
370,976
-2,514
-0.7% -$53.7K 1.06% 23
2022
Q1 		$8.84M Sell
373,490
-20,650
-5% -$487K 1.12% 19
2021
Q4 		$10.1M Buy
394,140
+53,816
+16% +$1.39M 1.34% 17
2021
Q3 		$8.52M Buy
340,324
+24,820
+8% +$630K 1.54% 15
2021
Q2 		$8.22M Buy
315,504
+71,960
+30% +$1.84M 1.49% 15
2021
Q1 		$6.07M Buy
+243,544
New +$5.99M 1.32% 17

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Berger Financial Group's SCHA Position: Q2 2026 in Review

Berger Financial Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.01% in Q2 2026, buying an estimated $66 and bringing the position to 14,238 shares worth $514K. The position accounts for 0.03% of the portfolio, ranked #295.

Berger Financial Group first reported a position in SCHA in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.7M in Q2 2024. 1,013 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Berger Financial Group held 14,238 shares of Schwab U.S Small- Cap ETF worth $514K as of Q2 2026.
  • Berger Financial Group bought 2 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $66.
  • Schwab U.S Small- Cap ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #295 holding.
  • Berger Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Berger Financial Group's Schwab U.S Small- Cap ETF position peaked at $12.7M in Q2 2024.
  • 1,013 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.