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

Von Berge Wealth Management Group, LLC

$158 Million
Q4 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 53,968 shares of SCHE stock, worth $1.51 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

53,968

Previous 52,899 2.02%

Holding current value

$1.51 Million

Previous $1.54 Million 6.87%

% of portfolio

0.91%

Previous 0.8%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$26.63 - $30.23 $28,467 - $32,315	1,069 Added 2.02%	53,968 $1.44 Million
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

829

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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