Von Berge Wealth Management Group, LLC Schwab Strategic Tr Us Large C 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 Us Large C stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 147,433 shares of SCHV stock, worth $3.92 Million. This represents 6.16% of its overall portfolio holdings.

Number of Shares
147,433
Previous 56,120 162.71%
Holding current value
$3.92 Million
Previous $4.16 Million 185.04%
% of portfolio
6.16%
Previous 2.66%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$73.43 - $80.37 $6.71 Million - $7.34 Million
91,313 Added 162.71%
147,433 $11.8 Million
Q2 2024

Jul 23, 2024
BUY
$71.74 - $75.86 $22,741 - $24,047
317 Added 0.57%
56,120 $4.16 Million
Q1 2024

Apr 12, 2024
BUY
$68.82 - $75.98 $661,360 - $730,167
9,610 Added 20.8%
55,803 $4.24 Million
Q4 2023

Jan 19, 2024
SELL
$61.16 - $70.24 $529,462 - $608,067
-8,657 Reduced 15.78%
46,193 $3.24 Million
Q3 2023

Nov 03, 2023
SELL
$64.45 - $69.39 $16,176 - $17,416
-251 Reduced 0.46%
54,850 $3.54 Million
Q2 2023

Jul 20, 2023
BUY
$63.33 - $67.21 $40,151 - $42,611
634 Added 1.16%
55,101 $3.7 Million
Q1 2023

Apr 12, 2023
SELL
$62.59 - $69.3 $31,044 - $34,372
-496 Reduced 0.9%
54,467 $3.57 Million
Q4 2022

Feb 02, 2023
BUY
$59.13 - $69.24 $121,689 - $142,495
2,058 Added 3.89%
54,963 $3.63 Million
Q3 2022

Oct 13, 2022
BUY
$58.51 - $69.02 $126,030 - $148,669
2,154 Added 4.24%
52,905 $3.15 Million
Q2 2022

Jul 18, 2022
BUY
$60.93 - $72.3 $157,869 - $187,329
2,591 Added 5.38%
50,751 $3.16 Million
Q1 2022

Apr 22, 2022
BUY
$67.71 - $74.19 $60,668 - $66,474
896 Added 1.9%
48,160 $3.42 Million
Q4 2021

Feb 07, 2022
BUY
$67.9 - $73.3 $3.21 Million - $3.46 Million
47,264 New
47,264 $3.36 Million

Others Institutions Holding SCHV

# of Institutions
835
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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