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Von Berge Wealth Management Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Von Berge Wealth Management Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-116,818
Closed -$3.38M – 38
2025
Q2 		$3.38M Buy
116,818
+395
+0.3% +$10.4K 1.9% 16
2025
Q1 		$2.96M Buy
116,423
+1,082
+0.9% +$30.1K 1.91% 16
2024
Q4 		$3.37M Sell
115,341
-229,404
-67% -$6.54M 2.04% 15
2024
Q3 		$3.34M Buy
344,745
+205,923
+148% +$5.48M 2.07% 15
2024
Q2 		$3.57M Sell
138,822
-771
-0.6% -$20.2K 2.27% 14
2024
Q1 		$3.79M Buy
139,593
+20,412
+17% +$521K 2.44% 11
2023
Q4 		$2.94M Sell
119,181
-15,411
-11% -$353K 2.26% 13
2023
Q3 		$3.04M Sell
134,592
-1,965
-1% -$46.6K 2.59% 11
2023
Q2 		$3.23M Buy
136,557
+561
+0.4% +$12.6K 2.68% 11
2023
Q1 		$3.07M Sell
135,996
-744
-0.5% -$17.1K 2.75% 11
2022
Q4 		$3.25M Buy
136,740
+7,323
+6% +$160K 2.92% 11
2022
Q3 		$2.67M Buy
129,417
+8,124
+7% +$181K 2.83% 12
2022
Q2 		$2.56M Buy
121,293
+22,179
+22% +$512K 2.66% 12
2022
Q1 		$2.46M Buy
99,114
+2,172
+2% +$54.4K 2.24% 13
2021
Q4 		$2.41M Buy
+96,942
New +$2.59M 2.23% 13

Other funds holding SCHM

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Von Berge Wealth Management Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 116,818 shares — an estimated $3.38M sold.

Von Berge Wealth Management Group first reported a position in SCHM in Q4 2021 and held it in 15 quarters. The position peaked at $3.79M in Q1 2024. 943 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 116,818 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $3.38M.
  • Von Berge Wealth Management Group first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Schwab US Mid-Cap ETF position peaked at $3.79M in Q1 2024.
  • 943 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

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