Von Berge Wealth Management Group, LLC Schwab Strategic Tr Intl Eqty 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 Intl Eqty stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 95,411 shares of SCHF stock, worth $1.89 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
95,411
Previous 94,787
0.66%
Holding current value
$1.89 Million
Previous $3.7 Million
0.89%
% of portfolio
2.34%
Previous 2.39%
Shares
11 transactions
Others Institutions Holding SCHF
# of Institutions
1,224Shares Held
871MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$2.9 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$2.34 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.64 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$1.54 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.41 Billion11.16% of portfolio