Berger Financial Group’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 | $469K | Sell |
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|
2025
Q2 | $457K | Sell |
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|
2025
Q1 | $455K | Sell |
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|
2024
Q4 | $646K | Buy |
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|
2024
Q3 | $624K | Sell |
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|
2024
Q2 | $9.87M | Buy |
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|
2024
Q1 | $8.26M | Buy |
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|
2023
Q4 | $6.66M | Buy |
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|
2023
Q3 | $5.64M | Buy |
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|
2023
Q2 | $5.28M | Buy |
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|
2023
Q1 | $4.56M | Sell |
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|
2022
Q4 | $11.6M | Buy |
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|
2022
Q3 | $10.6M | Buy |
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|
2022
Q2 | $10.4M | Buy |
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|
2022
Q1 | $12.3M | Buy |
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|
2021
Q4 | $11.2M | Buy |
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|
2021
Q3 | $9.21M | Buy |
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|
2021
Q2 | $8.71M | Buy |
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|
2021
Q1 | $7.52M | Buy |
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|
2020
Q4 | $6.77M | Buy |
|