Von Berge Wealth Management Group, LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 115,341 shares of SCHM stock, worth $3.23 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares

115,341

Previous 114,915 0.37%

Holding current value

$3.23 Million

Previous $9.55 Million 66.53%

% of portfolio

2.03%

Previous 4.96%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$27.54 - $83.04 $11,732 - $35,375	426 Added 0.37%	115,341 $3.2 Million
Q3 2024 Nov 12, 2024	BUY	$75.47 - $83.18 $5.18 Million - $5.71 Million	68,641 Added 148.34%	114,915 $9.55 Million
Q2 2024 Jul 23, 2024	SELL	$75.69 - $81.19 $19,452 - $20,865	-257 Reduced 0.55%	46,274 $3.6 Million
Q1 2024 Apr 12, 2024	BUY	$72.89 - $81.43 $495,943 - $554,049	6,804 Added 17.13%	46,531 $3.79 Million
Q4 2023 Jan 19, 2024	SELL	$63.01 - $75.95 $323,682 - $390,155	-5,137 Reduced 11.45%	39,727 $2.99 Million
Q3 2023 Nov 03, 2023	SELL	$66.75 - $73.98 $43,721 - $48,456	-655 Reduced 1.44%	44,864 $3.04 Million
Q2 2023 Jul 20, 2023	BUY	$65.29 - $71.03 $12,209 - $13,282	187 Added 0.41%	45,519 $3.23 Million
Q1 2023 Apr 12, 2023	SELL	$64.24 - $73.9 $15,931 - $18,327	-248 Reduced 0.54%	45,332 $3.08 Million
Q4 2022 Feb 02, 2023	BUY	$61.05 - $69.94 $149,023 - $170,723	2,441 Added 5.66%	45,580 $2.99 Million
Q3 2022 Oct 13, 2022	BUY	$60.5 - $72.51 $163,834 - $196,357	2,708 Added 6.7%	43,139 $2.67 Million
Q2 2022 Jul 18, 2022	BUY	$60.91 - $76.4 $450,307 - $564,825	7,393 Added 22.38%	40,431 $2.56 Million
Q1 2022 Apr 22, 2022	BUY	$70.66 - $80.89 $51,157 - $58,564	724 Added 2.24%	33,038 $2.46 Million
Q4 2021 Feb 07, 2022	BUY	$76.01 - $83.39 $2.46 Million - $2.69 Million	32,314 New	32,314 $2.41 Million

Others Institutions Holding SCHM

# of Institutions

1,006

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Von Berge Wealth Management Group, LLC Schwab Strategic U.S. Mid Cap Transaction History