Von Berge Wealth Management 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 | – | Sell |
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|
2025
Q2 | $2.04M | Sell |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $2.07M | Sell |
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|
2024
Q3 | $2.1M | Buy |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.39M | Buy |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.78M | Sell |
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|
2023
Q2 | $1.91M | Buy |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $1.97M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.61M | Buy |
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $1.48M | Buy |
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