Von Berge Wealth Management Group, LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 46,274 shares of SCHM stock, worth $1.3 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares
46,274
Previous 46,531 0.55%
Holding current value
$1.3 Million
Previous $3.79 Million 4.96%
% of portfolio
2.3%
Previous 2.45%

Shares

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

Jul 23, 2024
SELL
$75.69 - $81.19 $19,452 - $20,865
-257 Reduced 0.55%
46,274 $3.6 Million
Q1 2024

Apr 12, 2024
BUY
$72.89 - $81.43 $495,943 - $554,049
6,804 Added 17.13%
46,531 $3.79 Million
Q4 2023

Jan 19, 2024
SELL
$63.01 - $75.95 $323,682 - $390,155
-5,137 Reduced 11.45%
39,727 $2.99 Million
Q3 2023

Nov 03, 2023
SELL
$66.75 - $73.98 $43,721 - $48,456
-655 Reduced 1.44%
44,864 $3.04 Million
Q2 2023

Jul 20, 2023
BUY
$65.29 - $71.03 $12,209 - $13,282
187 Added 0.41%
45,519 $3.23 Million
Q1 2023

Apr 12, 2023
SELL
$64.24 - $73.9 $15,931 - $18,327
-248 Reduced 0.54%
45,332 $3.08 Million
Q4 2022

Feb 02, 2023
BUY
$61.05 - $69.94 $149,023 - $170,723
2,441 Added 5.66%
45,580 $2.99 Million
Q3 2022

Oct 13, 2022
BUY
$60.5 - $72.51 $163,834 - $196,357
2,708 Added 6.7%
43,139 $2.67 Million
Q2 2022

Jul 18, 2022
BUY
$60.91 - $76.4 $450,307 - $564,825
7,393 Added 22.38%
40,431 $2.56 Million
Q1 2022

Apr 22, 2022
BUY
$70.66 - $80.89 $51,157 - $58,564
724 Added 2.24%
33,038 $2.46 Million
Q4 2021

Feb 07, 2022
BUY
$76.01 - $83.39 $2.46 Million - $2.69 Million
32,314 New
32,314 $2.41 Million

Others Institutions Holding SCHM

# of Institutions
925
Shares Held
95.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Von Berge Wealth Management Group, LLC Portfolio

Follow Von Berge Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email