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 $3.95 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

150,084

Previous 147,433 1.8%

Holding current value

$3.95 Million

Previous $11.8 Million 66.98%

% of portfolio

2.48%

Previous 6.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$25.79 - $80.4 $68,369 - $213,140	2,651 Added 1.8%	150,084 $3.91 Million
Q3 2024 Nov 12, 2024	BUY	$73.43 - $80.37 $6.71 Million - $7.34 Million	91,313 Added 162.71%	147,433 $11.8 Million
Q2 2024 Jul 23, 2024	BUY	$71.74 - $75.86 $22,741 - $24,047	317 Added 0.57%	56,120 $4.16 Million
Q1 2024 Apr 12, 2024	BUY	$68.82 - $75.98 $661,360 - $730,167	9,610 Added 20.8%	55,803 $4.24 Million
Q4 2023 Jan 19, 2024	SELL	$61.16 - $70.24 $529,462 - $608,067	-8,657 Reduced 15.78%	46,193 $3.24 Million
Q3 2023 Nov 03, 2023	SELL	$64.45 - $69.39 $16,176 - $17,416	-251 Reduced 0.46%	54,850 $3.54 Million
Q2 2023 Jul 20, 2023	BUY	$63.33 - $67.21 $40,151 - $42,611	634 Added 1.16%	55,101 $3.7 Million
Q1 2023 Apr 12, 2023	SELL	$62.59 - $69.3 $31,044 - $34,372	-496 Reduced 0.9%	54,467 $3.57 Million
Q4 2022 Feb 02, 2023	BUY	$59.13 - $69.24 $121,689 - $142,495	2,058 Added 3.89%	54,963 $3.63 Million
Q3 2022 Oct 13, 2022	BUY	$58.51 - $69.02 $126,030 - $148,669	2,154 Added 4.24%	52,905 $3.15 Million
Q2 2022 Jul 18, 2022	BUY	$60.93 - $72.3 $157,869 - $187,329	2,591 Added 5.38%	50,751 $3.16 Million
Q1 2022 Apr 22, 2022	BUY	$67.71 - $74.19 $60,668 - $66,474	896 Added 1.9%	48,160 $3.42 Million
Q4 2021 Feb 07, 2022	BUY	$67.9 - $73.3 $3.21 Million - $3.46 Million	47,264 New	47,264 $3.36 Million

Others Institutions Holding SCHV

# of Institutions

884

Shares Held

327M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Von Berge Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History