Von Berge Wealth Management Group, LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 46,274 shares of SCHM stock, worth $3.66 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
46,274
Previous 46,531
0.55%
Holding current value
$3.66 Million
Previous $3.79 Million
4.96%
% of portfolio
2.3%
Previous 2.45%
Shares
11 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio