Von Berge Wealth Management Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
77,875
-42
| -0.1% | -$1.1K | 1.15% | 21 |
|
|
2025
Q1 | $1.77M | Buy |
77,917
+1,082
| +1% | +$24.6K | 1.14% | 19 |
|
|
2024
Q4 | $2.07M | Sell |
76,835
-76,109
| -50% | -$2.05M | 1.25% | 19 |
|
|
2024
Q3 | $2.1M | Buy |
152,944
+56,024
| +58% | +$770K | 1.3% | 18 |
|
|
2024
Q2 | $2.28M | Sell |
96,920
-114
| -0.1% | -$2.68K | 1.45% | 17 |
|
|
2024
Q1 | $2.39M | Buy |
97,034
+17,806
| +22% | +$438K | 1.54% | 17 |
|
|
2023
Q4 | $1.81M | Sell |
79,228
-6,558
| -8% | -$150K | 1.39% | 18 |
|
|
2023
Q3 | $1.78M | Sell |
85,786
-1,430
| -2% | -$29.6K | 1.52% | 19 |
|
|
2023
Q2 | $1.91M | Buy |
87,216
+740
| +0.9% | +$16.2K | 1.58% | 18 |
|
|
2023
Q1 | $1.81M | Sell |
86,476
-2,328
| -3% | -$48.8K | 1.62% | 19 |
|
|
2022
Q4 | $1.97M | Buy |
88,804
+1,170
| +1% | +$25.9K | 1.77% | 19 |
|
|
2022
Q3 | $1.69M | Buy |
87,634
+5,568
| +7% | +$107K | 1.79% | 19 |
|
|
2022
Q2 | $1.61M | Buy |
82,066
+16,070
| +24% | +$316K | 1.68% | 19 |
|
|
2022
Q1 | $1.52M | Buy |
65,996
+2,656
| +4% | +$61.3K | 1.39% | 20 |
|
|
2021
Q4 | $1.48M | Buy |
+63,340
| New | +$1.48M | 1.36% | 20 |
|