VBWMG
SCHV

Von Berge Wealth Management Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Von Berge Wealth Management Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-153,341
Closed -$4.32M – 39
2025
Q2 		$4.32M Buy
153,341
+68
+0% +$1.79K 2.43% 13
2025
Q1 		$3.93M Buy
153,273
+3,189
+2% +$85.6K 2.53% 12
2024
Q4 		$4.1M Sell
150,084
-292,215
-66% -$7.89M 2.48% 11
2024
Q3 		$4.04M Buy
442,299
+273,939
+163% +$7.04M 2.5% 11
2024
Q2 		$4.14M Buy
168,360
+951
+0.6% +$23.5K 2.63% 10
2024
Q1 		$4.24M Buy
167,409
+28,830
+21% +$691K 2.73% 10
2023
Q4 		$3.22M Sell
138,579
-25,971
-16% -$568K 2.48% 10
2023
Q3 		$3.54M Sell
164,550
-753
-0.5% -$16.9K 3.02% 10
2023
Q2 		$3.7M Buy
165,303
+1,902
+1% +$41.5K 3.06% 10
2023
Q1 		$3.59M Sell
163,401
-1,488
-0.9% -$33.1K 3.21% 10
2022
Q4 		$3.76M Buy
164,889
+6,174
+4% +$134K 3.38% 10
2022
Q3 		$3.15M Buy
158,715
+6,462
+4% +$139K 3.34% 10
2022
Q2 		$3.16M Buy
152,253
+7,773
+5% +$174K 3.28% 9
2022
Q1 		$3.42M Buy
144,480
+2,688
+2% +$63.6K 3.11% 10
2021
Q4 		$3.36M Buy
+141,792
New +$3.36M 3.1% 11

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Von Berge Wealth Management Group's SCHV Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 153,341 shares — an estimated $4.32M sold.

Von Berge Wealth Management Group first reported a position in SCHV in Q4 2021 and held it in 15 quarters. The position peaked at $4.32M in Q2 2025. 866 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 153,341 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $4.32M.
  • Von Berge Wealth Management Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Schwab US Large-Cap Value ETF position peaked at $4.32M in Q2 2025.
  • 866 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.