Von Berge Wealth Management 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 | – | Sell |
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|
2025
Q2 | $3.38M | Buy |
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|
2025
Q1 | $2.96M | Buy |
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|
2024
Q4 | $3.37M | Sell |
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|
2024
Q3 | $3.34M | Buy |
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|
2024
Q2 | $3.57M | Sell |
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|
2024
Q1 | $3.79M | Buy |
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|
2023
Q4 | $2.94M | Sell |
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|
2023
Q3 | $3.04M | Sell |
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|
2023
Q2 | $3.23M | Buy |
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|
2023
Q1 | $3.07M | Sell |
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|
2022
Q4 | $3.25M | Buy |
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|
2022
Q3 | $2.67M | Buy |
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|
2022
Q2 | $2.56M | Buy |
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|
2022
Q1 | $2.46M | Buy |
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|
2021
Q4 | $2.41M | Buy |
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