Von Berge Wealth Management Group, LLC Schwab Strategic Tr Intl Eqty 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 Intl Eqty stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 177,706 shares of SCHF stock, worth $3.36 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
177,706
Previous 95,411
86.25%
Holding current value
$3.36 Million
Previous $3.67 Million
99.37%
% of portfolio
3.8%
Previous 2.34%
Shares
12 transactions
Others Institutions Holding SCHF
# of Institutions
1,271Shares Held
774MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.93 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.57 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.54 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.35 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$958 Million6.47% of portfolio