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 $4 Million. This represents 6.16% of its overall portfolio holdings.

Number of Shares

147,433

Previous 56,120 162.71%

Holding current value

$4 Million

Previous $4.16 Million 185.04%

% of portfolio

6.16%

Previous 2.66%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

832

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

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