Von Berge Wealth Management Group, LLC Schwab Strategic Tr Us Emergin Transaction History

Von Berge Wealth Management Group, LLC

  • $156 Million
  • Q2 2024

A detailed history of Von Berge Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 77,494 shares of SCHE stock, worth $2.24 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
77,494
Previous 73,917 4.84%
Holding current value
$2.24 Million
Previous $1.87 Million 10.29%
% of portfolio
1.32%
Previous 1.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$24.67 - $27.2 $88,244 - $97,294
3,577 Added 4.84%
77,494 $2.06 Million
Q1 2024

Apr 12, 2024
BUY
$23.47 - $25.45 $452,994 - $491,210
19,301 Added 35.34%
73,917 $1.87 Million
Q4 2023

Jan 19, 2024
SELL
$23.04 - $24.89 $1.07 Million - $1.16 Million
-46,632 Reduced 46.06%
54,616 $1.35 Million
Q3 2023

Nov 03, 2023
BUY
$23.83 - $26.11 $89,934 - $98,539
3,774 Added 3.87%
101,248 $2.42 Million
Q2 2023

Jul 20, 2023
SELL
$23.66 - $25.54 $7,192 - $7,764
-304 Reduced 0.31%
97,474 $2.4 Million
Q1 2023

Apr 12, 2023
SELL
$23.32 - $26.39 $9,841 - $11,136
-422 Reduced 0.43%
97,778 $2.4 Million
Q4 2022

Feb 02, 2023
BUY
$21.59 - $24.95 $322,252 - $372,403
14,926 Added 17.92%
98,200 $2.32 Million
Q3 2022

Oct 13, 2022
BUY
$22.4 - $25.83 $422,217 - $486,869
18,849 Added 29.26%
83,274 $1.87 Million
Q2 2022

Jul 18, 2022
BUY
$24.51 - $28.87 $212,305 - $250,071
8,662 Added 15.53%
64,425 $1.58 Million
Q1 2022

Apr 22, 2022
SELL
$25.61 - $30.82 $8,553 - $10,293
-334 Reduced 0.6%
55,763 $1.53 Million
Q4 2021

Feb 07, 2022
BUY
$28.68 - $31.96 $1.61 Million - $1.79 Million
56,097 New
56,097 $1.68 Million

Others Institutions Holding SCHE

# of Institutions
772
Shares Held
235M
Call Options Held
13.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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