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Von Berge Wealth Management Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Von Berge Wealth Management Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-77,875
Closed -$2.04M – 34
2025
Q2 		$2.04M Sell
77,875
-42
-0.1% -$993 1.15% 21
2025
Q1 		$1.77M Buy
77,917
+1,082
+1% +$27.6K 1.14% 19
2024
Q4 		$2.07M Sell
76,835
-76,109
-50% -$2.03M 1.25% 19
2024
Q3 		$2.1M Buy
152,944
+56,024
+58% +$1.39M 1.3% 18
2024
Q2 		$2.28M Sell
96,920
-114
-0.1% -$2.7K 1.45% 17
2024
Q1 		$2.39M Buy
97,034
+17,806
+22% +$417K 1.54% 17
2023
Q4 		$1.81M Sell
79,228
-6,558
-8% -$138K 1.39% 18
2023
Q3 		$1.78M Sell
85,786
-1,430
-2% -$31.4K 1.52% 19
2023
Q2 		$1.91M Buy
87,216
+740
+0.9% +$15.4K 1.58% 18
2023
Q1 		$1.81M Sell
86,476
-2,328
-3% -$50K 1.62% 19
2022
Q4 		$1.97M Buy
88,804
+1,170
+1% +$24K 1.77% 19
2022
Q3 		$1.69M Buy
87,634
+5,568
+7% +$116K 1.79% 19
2022
Q2 		$1.61M Buy
82,066
+16,070
+24% +$344K 1.68% 19
2022
Q1 		$1.52M Buy
65,996
+2,656
+4% +$62.7K 1.39% 20
2021
Q4 		$1.48M Buy
+63,340
New +$1.64M 1.36% 20

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Von Berge Wealth Management Group's SCHA Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2025, closing a stake of 77,875 shares — an estimated $2.04M sold.

Von Berge Wealth Management Group first reported a position in SCHA in Q4 2021 and held it in 15 quarters. The position peaked at $2.39M in Q1 2024. 1,166 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 77,875 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $2.04M.
  • Von Berge Wealth Management Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Schwab U.S Small- Cap ETF position peaked at $2.39M in Q1 2024.
  • 1,166 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.