BFG
Berger Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
16,289
-1,073
| -6% | -$30.1K | 0.03% | 276 |
|
|
2025
Q1 | $455K | Sell |
17,362
-5,938
| -25% | -$156K | 0.03% | 272 |
|
|
2024
Q4 | $646K | Buy |
23,300
+15,795
| +210% | +$438K | 0.04% | 219 |
|
|
2024
Q3 | $624K | Sell |
7,505
-119,284
| -94% | -$9.91M | 0.05% | 206 |
|
|
2024
Q2 | $9.87M | Buy |
126,789
+25,395
| +25% | +$1.98M | 0.79% | 30 |
|
|
2024
Q1 | $8.26M | Buy |
101,394
+12,951
| +15% | +$1.05M | 0.68% | 33 |
|
|
2023
Q4 | $6.66M | Buy |
88,443
+5,070
| +6% | +$382K | 0.69% | 32 |
|
|
2023
Q3 | $5.64M | Buy |
83,373
+8,998
| +12% | +$609K | 0.65% | 34 |
|
|
2023
Q2 | $5.28M | Buy |
74,375
+7,206
| +11% | +$512K | 0.6% | 37 |
|
|
2023
Q1 | $4.56M | Sell |
67,169
-109,644
| -62% | -$7.44M | 0.55% | 57 |
|
|
2022
Q4 | $11.6M | Buy |
176,813
+1,770
| +1% | +$116K | 1.53% | 13 |
|
|
2022
Q3 | $10.6M | Buy |
175,043
+10,005
| +6% | +$606K | 1.56% | 12 |
|
|
2022
Q2 | $10.4M | Buy |
165,038
+3,001
| +2% | +$188K | 1.51% | 14 |
|
|
2022
Q1 | $12.3M | Buy |
162,037
+22,796
| +16% | +$1.73M | 1.56% | 15 |
|
|
2021
Q4 | $11.2M | Buy |
139,241
+19,155
| +16% | +$1.54M | 1.48% | 16 |
|
|
2021
Q3 | $9.21M | Buy |
120,086
+8,793
| +8% | +$674K | 1.66% | 13 |
|
|
2021
Q2 | $8.71M | Buy |
111,293
+10,296
| +10% | +$806K | 1.58% | 14 |
|
|
2021
Q1 | $7.52M | Buy |
100,997
+1,718
| +2% | +$128K | 1.64% | 14 |
|
|
2020
Q4 | $6.77M | Buy |
+99,279
| New | +$6.77M | 1.18% | 19 |
|