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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

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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
2024-03-31 $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