Berger Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $417K | Sell |
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|
2025
Q2 | $407K | Sell |
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|
2025
Q1 | $401K | Sell |
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|
2024
Q4 | $3.63M | Sell |
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|
2024
Q3 | $3.7M | Sell |
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|
2024
Q2 | $12.7M | Buy |
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|
2024
Q1 | $11.3M | Buy |
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|
2023
Q4 | $9.8M | Buy |
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|
2023
Q3 | $8.31M | Buy |
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|
2023
Q2 | $8.16M | Buy |
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|
2023
Q1 | $7.28M | Sell |
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|
2022
Q4 | $7.89M | Buy |
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|
2022
Q3 | $7.28M | Buy |
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|
2022
Q2 | $7.23M | Sell |
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|
2022
Q1 | $8.84M | Sell |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q3 | $8.52M | Buy |
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|
2021
Q2 | $8.22M | Buy |
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|
2021
Q1 | $6.07M | Buy |
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