Von Berge Wealth Management Group, LLC SCHG Holdings History
Von Berge Wealth Management Group, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Von Berge Wealth Management Group, LLC held 183,931.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $4.58 Mil. This investment constitutes 2.96% of their stock portfolio, and Von Berge Wealth Management Group, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q4. And since then Von Berge Wealth Management Group, LLC has made 7 purchases of SCHG, at an average price of $29.62, for a total of 773,326.00 shares. In addition, there have been 6 sales at an average price of $28.26 for 589,395.00 shares. Based on historical transaction data and SCHG's current price of $29.35, Von Berge Wealth Management Group, LLC's estimated gain on his SCHG holdings is $-847,782.21, reflecting a -3.70% gain to date.
Von Berge Wealth Management Group, LLC SCHG ($29.35) Holding Chart
Von Berge Wealth Management Group, LLC SCHG ($29.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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