Von Berge Wealth Management Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
116,818
+395
| +0.3% | +$11.4K | 1.9% | 16 |
|
|
2025
Q1 | $2.96M | Buy |
116,423
+1,082
| +0.9% | +$27.5K | 1.91% | 16 |
|
|
2024
Q4 | $3.37M | Sell |
115,341
-229,404
| -67% | -$6.7M | 2.04% | 15 |
|
|
2024
Q3 | $3.34M | Buy |
344,745
+205,923
| +148% | +$2M | 2.07% | 15 |
|
|
2024
Q2 | $3.57M | Sell |
138,822
-771
| -0.6% | -$19.8K | 2.27% | 14 |
|
|
2024
Q1 | $3.79M | Buy |
139,593
+20,412
| +17% | +$554K | 2.44% | 11 |
|
|
2023
Q4 | $2.94M | Sell |
119,181
-15,411
| -11% | -$380K | 2.26% | 13 |
|
|
2023
Q3 | $3.04M | Sell |
134,592
-1,965
| -1% | -$44.3K | 2.59% | 11 |
|
|
2023
Q2 | $3.23M | Buy |
136,557
+561
| +0.4% | +$13.3K | 2.68% | 11 |
|
|
2023
Q1 | $3.07M | Sell |
135,996
-744
| -0.5% | -$16.8K | 2.75% | 11 |
|
|
2022
Q4 | $3.25M | Buy |
136,740
+7,323
| +6% | +$174K | 2.92% | 11 |
|
|
2022
Q3 | $2.67M | Buy |
129,417
+8,124
| +7% | +$167K | 2.83% | 12 |
|
|
2022
Q2 | $2.56M | Buy |
121,293
+22,179
| +22% | +$468K | 2.66% | 12 |
|
|
2022
Q1 | $2.46M | Buy |
99,114
+2,172
| +2% | +$53.9K | 2.24% | 13 |
|
|
2021
Q4 | $2.41M | Buy |
+96,942
| New | +$2.41M | 2.23% | 13 |
|