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Berger Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Berger Financial Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$430K Sell
13,881
-1,923
-12% -$61.2K 0.02% 307
2025
Q4 		$475K Sell
15,804
-14
-0.1% -$417 0.03% 301
2025
Q3 		$469K Sell
15,818
-471
-3% -$13.7K 0.03% 294
2025
Q2 		$457K Sell
16,289
-1,073
-6% -$28.3K 0.03% 278
2025
Q1 		$455K Sell
17,362
-5,938
-25% -$165K 0.03% 273
2024
Q4 		$646K Buy
23,300
+785
+3% +$22.4K 0.04% 220
2024
Q3 		$624K Sell
22,515
-357,852
-94% -$9.52M 0.05% 206
2024
Q2 		$9.87M Buy
380,367
+76,185
+25% +$1.99M 0.79% 30
2024
Q1 		$8.26M Buy
304,182
+38,853
+15% +$991K 0.68% 33
2023
Q4 		$6.66M Buy
265,329
+15,210
+6% +$348K 0.69% 32
2023
Q3 		$5.64M Buy
250,119
+26,994
+12% +$640K 0.65% 34
2023
Q2 		$5.28M Buy
223,125
+21,618
+11% +$487K 0.6% 37
2023
Q1 		$4.56M Sell
201,507
-328,932
-62% -$7.58M 0.55% 57
2022
Q4 		$11.6M Buy
530,439
+5,310
+1% +$116K 1.53% 13
2022
Q3 		$10.6M Buy
525,129
+30,015
+6% +$670K 1.56% 12
2022
Q2 		$10.4M Buy
495,114
+9,003
+2% +$208K 1.51% 14
2022
Q1 		$12.3M Buy
486,111
+68,388
+16% +$1.71M 1.56% 15
2021
Q4 		$11.2M Buy
417,723
+57,465
+16% +$1.53M 1.48% 16
2021
Q3 		$9.21M Buy
360,258
+26,379
+8% +$689K 1.66% 13
2021
Q2 		$8.71M Buy
333,879
+30,888
+10% +$798K 1.58% 14
2021
Q1 		$7.52M Buy
302,991
+5,154
+2% +$125K 1.64% 14
2020
Q4 		$6.77M Buy
+297,837
New +$6.21M 1.18% 19

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Berger Financial Group's SCHM Position: Q1 2026 in Review

Berger Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q1 2026, selling an estimated $61.2K and leaving 13,881 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #307.

Berger Financial Group first reported a position in SCHM in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.3M in Q1 2022. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Berger Financial Group held 13,881 shares of Schwab US Mid-Cap ETF worth $430K as of Q1 2026.
  • Berger Financial Group sold 1,923 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $61.2K.
  • Schwab US Mid-Cap ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #307 holding.
  • Berger Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Schwab US Mid-Cap ETF position peaked at $12.3M in Q1 2022.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.