Von Berge Wealth Management Group, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 48,460 shares of SCHA stock, worth $1.27 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
48,460
Previous 48,517 0.12%
Holding current value
$1.27 Million
Previous $2.39 Million 3.73%
% of portfolio
1.47%
Previous 1.54%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$45.24 - $49.04 $2,578 - $2,795
-57 Reduced 0.12%
48,460 $2.3 Million
Q1 2024

Apr 12, 2024
BUY
$44.84 - $49.24 $399,210 - $438,383
8,903 Added 22.47%
48,517 $2.39 Million
Q4 2023

Jan 19, 2024
SELL
$38.13 - $48.02 $125,028 - $157,457
-3,279 Reduced 7.64%
39,614 $1.87 Million
Q3 2023

Nov 03, 2023
SELL
$40.85 - $46.1 $29,207 - $32,961
-715 Reduced 1.64%
42,893 $1.78 Million
Q2 2023

Jul 20, 2023
BUY
$39.91 - $43.82 $14,766 - $16,213
370 Added 0.86%
43,608 $1.91 Million
Q1 2023

Apr 12, 2023
SELL
$39.82 - $46.36 $46,350 - $53,963
-1,164 Reduced 2.62%
43,238 $1.81 Million
Q4 2022

Feb 02, 2023
BUY
$38.25 - $43.54 $22,376 - $25,470
585 Added 1.34%
44,402 $1.8 Million
Q3 2022

Oct 13, 2022
BUY
$37.65 - $45.9 $104,817 - $127,785
2,784 Added 6.78%
43,817 $1.69 Million
Q2 2022

Jul 18, 2022
BUY
$37.88 - $48.01 $304,365 - $385,760
8,035 Added 24.35%
41,033 $1.61 Million
Q1 2022

Apr 22, 2022
BUY
$44.42 - $51.73 $762,380 - $887,841
17,163 Added 108.39%
32,998 $1.52 Million
Q4 2021

Feb 07, 2022
BUY
$48.64 - $55.07 $770,214 - $872,033
15,835 New
15,835 $1.48 Million

Others Institutions Holding SCHA

# of Institutions
1,129
Shares Held
234M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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