Von Berge Wealth Management Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Von Berge Wealth Management Group, LLC
- $158 Million
- Q4 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 115,341 shares of SCHM stock, worth $2.83 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
115,341
Previous 114,915
0.37%
Holding current value
$2.83 Million
Previous $9.55 Million
66.53%
% of portfolio
2.03%
Previous 4.96%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,008Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$183 Million2.94% of portfolio