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 5,094 shares of SCHX stock, worth $330,804. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,094
Previous 5,094 -0.0%
Holding current value
$330,804
Previous $316,000 3.48%
% of portfolio
0.21%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
BUY
$55.41 - $62.08 $282,258 - $316,235
5,094 New
5,094 $316,000
Q3 2022

Oct 13, 2022
BUY
N/A
307 Added 6.41%
5,094 $218,000
Q2 2022

Jul 18, 2022
BUY
N/A
228 Added 5.0%
4,787 $215,000
Q1 2022

Apr 22, 2022
BUY
N/A
2,328 Added 104.35%
4,559 $238,000
Q4 2021

Feb 07, 2022
BUY
N/A
2,231 New
2,231 $239,000

Others Institutions Holding SCHX

# of Institutions
1,313
Shares Held
446M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
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More about SCHX
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