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

Von Berge Wealth Management Group, LLC

$192 Million
Q3 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 52,899 shares of SCHE stock, worth $1.41 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

52,899

Previous 77,494 31.74%

Holding current value

$1.41 Million

Previous $2.06 Million 25.02%

% of portfolio

0.8%

Previous 1.32%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$25.45 - $29.53 $625,942 - $726,290	-24,595 Reduced 31.74%	52,899 $1.54 Million
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

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Von Berge Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Von Berge Wealth Management Group, LLC with notifications on news.

Account

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