Von Berge Wealth Management Group, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 55,183 shares of SCHG stock, worth $5.43 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares

55,183

Previous 55,471 0.52%

Holding current value

$5.43 Million

Previous $5.14 Million 8.19%

% of portfolio

3.56%

Previous 3.33%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$87.04 - $101.61 $25,067 - $29,263	-288 Reduced 0.52%	55,183 $5.56 Million
Q1 2024 Apr 12, 2024	BUY	$80.6 - $93.32 $305,312 - $353,496	3,788 Added 7.33%	55,471 $5.14 Million
Q4 2023 Jan 19, 2024	SELL	$70.08 - $83.37 $506,678 - $602,765	-7,230 Reduced 12.27%	51,683 $4.29 Million
Q3 2023 Nov 03, 2023	SELL	$71.99 - $78.02 $196,604 - $213,072	-2,731 Reduced 4.43%	58,913 $4.28 Million
Q2 2023 Jul 20, 2023	SELL	$63.6 - $74.95 $5,406 - $6,370	-85 Reduced 0.14%	61,644 $4.62 Million
Q1 2023 Apr 12, 2023	SELL	$54.19 - $65.17 $19,454 - $23,396	-359 Reduced 0.58%	61,729 $4.02 Million
Q4 2022 Feb 02, 2023	BUY	$54.31 - $60.76 $82,388 - $92,172	1,517 Added 2.5%	62,088 $3.45 Million
Q3 2022 Oct 13, 2022	BUY	N/A	2,412 Added 4.15%	60,571 $3.38 Million
Q2 2022 Jul 18, 2022	BUY	N/A	6,408 Added 12.38%	58,159 $3.43 Million
Q1 2022 Apr 22, 2022	BUY	N/A	26,303 Added 103.36%	51,751 $3.63 Million
Q4 2021 Feb 07, 2022	BUY	N/A	25,448 New	25,448 $3.8 Million

Others Institutions Holding SCHG

# of Institutions

1,254

Shares Held

169M

Call Options Held

87.2K

Put Options Held

25.8K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

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 Large C Transaction History