Von Berge Wealth Management Group, LLC Schwab Strategic Tr Us Large C 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 Tr Us Large C stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 150,084 shares of SCHV stock, worth $3.76 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
150,084
Previous 147,433
1.8%
Holding current value
$3.76 Million
Previous $11.8 Million
66.98%
% of portfolio
2.48%
Previous 6.16%
Shares
13 transactions
Others Institutions Holding SCHV
# of Institutions
897Shares Held
328MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.39 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$976 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$802 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$399 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$254 Million0.66% of portfolio