Schwab Strategic Tr cmn shares owned by Von Berge Wealth Management Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Von Berge Wealth Management Group
from 13F filings
Historical chart of Von Berge Wealth Management Group investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn 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 Strategic Tr cmn by Von Berge Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 147k | 27.39 |
| 2024-06-30 | $4.1M | 56k | 73.71 |
| 2024-03-31 | $4.2M | 56k | 75.98 |
| 2023-12-31 | $3.2M | 46k | 69.76 |
| 2023-09-30 | $3.5M | 55k | 64.46 |
| 2023-06-30 | $3.7M | 55k | 67.09 |
| 2023-03-31 | $3.6M | 55k | 65.92 |
| 2022-12-31 | $3.8M | 55k | 68.40 |
| 2022-09-30 | $3.1M | 53k | 59.45 |
| 2022-06-30 | $3.2M | 51k | 62.25 |
| 2022-03-31 | $3.4M | 48k | 70.95 |
| 2021-12-31 | $3.4M | 47k | 71.11 |
More positions owned by Von Berge Wealth Management Group
View all positions for Von Berge Wealth Management Group