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 55,183 shares of SCHG stock, worth $1.46 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares
55,183
Previous 55,471 0.52%
Holding current value
$1.46 Million
Previous $5.14 Million 8.19%
% of portfolio
3.56%
Previous 3.33%

Shares

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

Jul 23, 2024
SELL
$87.04 - $101.61 $25,067 - $29,263
-288 Reduced 0.52%
55,183 $5.56 Million
Q1 2024

Apr 12, 2024
BUY
$80.6 - $93.32 $305,312 - $353,496
3,788 Added 7.33%
55,471 $5.14 Million
Q4 2023

Jan 19, 2024
SELL
$70.08 - $83.37 $506,678 - $602,765
-7,230 Reduced 12.27%
51,683 $4.29 Million
Q3 2023

Nov 03, 2023
SELL
$71.99 - $78.02 $196,604 - $213,072
-2,731 Reduced 4.43%
58,913 $4.28 Million
Q2 2023

Jul 20, 2023
SELL
$63.6 - $74.95 $5,406 - $6,370
-85 Reduced 0.14%
61,644 $4.62 Million
Q1 2023

Apr 12, 2023
SELL
$54.19 - $65.17 $19,454 - $23,396
-359 Reduced 0.58%
61,729 $4.02 Million
Q4 2022

Feb 02, 2023
BUY
$54.31 - $60.76 $82,388 - $92,172
1,517 Added 2.5%
62,088 $3.45 Million
Q3 2022

Oct 13, 2022
BUY
$55.81 - $69.25 $134,613 - $167,031
2,412 Added 4.15%
60,571 $3.38 Million
Q2 2022

Jul 18, 2022
BUY
$55.73 - $76.55 $357,117 - $490,532
6,408 Added 12.38%
58,159 $3.43 Million
Q1 2022

Apr 22, 2022
BUY
$65.63 - $82.62 $1.73 Million - $2.17 Million
26,303 Added 103.36%
51,751 $3.63 Million
Q4 2021

Feb 07, 2022
BUY
$73.11 - $83.4 $1.86 Million - $2.12 Million
25,448 New
25,448 $3.8 Million

Others Institutions Holding SCHG

# of Institutions
1,277
Shares Held
173M
Call Options Held
87.6K
Put Options Held
27.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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