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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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Von Berge Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $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