Von Berge Wealth Management Group, LLC Schwab Strategic Tr Intl Eqty 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 Intl Eqty stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 179,774 shares of SCHF stock, worth $3.57 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
179,774
Previous 177,706
1.16%
Holding current value
$3.57 Million
Previous $7.31 Million
54.5%
% of portfolio
2.11%
Previous 3.8%
Shares
13 transactions
Others Institutions Holding SCHF
# of Institutions
1,369Shares Held
1.41BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.65 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.6 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.42 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$829 Million0.75% of portfolio