Schwab U S Small Cap ETF shares owned by Von Berge Wealth Management Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Von Berge Wealth Management Group
from 13F filings
Historical chart of Von Berge Wealth Management Group investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Von Berge Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Von Berge Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 77k | 27.49 |
| 2024-06-30 | $2.3M | 49k | 47.06 |
| 2024-03-31 | $2.4M | 49k | 49.24 |
| 2023-12-31 | $1.8M | 40k | 45.68 |
| 2023-09-30 | $1.8M | 43k | 41.42 |
| 2023-06-30 | $1.9M | 44k | 43.80 |
| 2023-03-31 | $1.8M | 43k | 41.91 |
| 2022-12-31 | $2.0M | 44k | 44.29 |
| 2022-09-30 | $1.7M | 44k | 38.50 |
| 2022-06-30 | $1.6M | 41k | 39.33 |
| 2022-03-31 | $1.5M | 33k | 46.12 |
| 2021-12-31 | $1.5M | 16k | 93.27 |
More positions owned by Von Berge Wealth Management Group
View all positions for Von Berge Wealth Management Group