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

Von Berge Wealth Management Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-15,282	Closed	-$328K	–	70
2024 Q2	$328K	Hold	15,282	–	–	0.21%	44
2024 Q1	$316K	Buy	+15,282	New	+$301K	0.2%	44
2023 Q4	–	Sell	-15,282	Closed	-$258K	–	68
2023 Q3	$258K	Hold	15,282	–	–	0.22%	48
2023 Q2	$267K	Hold	15,282	–	–	0.22%	50
2023 Q1	$247K	Hold	15,282	–	–	0.22%	50
2022 Q4	$245K	Hold	15,282	–	–	0.22%	53
2022 Q3	$218K	Buy	15,282 +921	+6%	+$14.4K	0.23%	49
2022 Q2	$215K	Buy	14,361 +684	+5%	+$11.1K	0.22%	54
2022 Q1	$238K	Buy	13,677 +291	+2%	+$5.15K	0.22%	56
2021 Q4	$239K	Buy	+13,386	New	+$247K	0.22%	55

Other funds holding SCHX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Von Berge Wealth Management Group's SCHX Position: Q3 2024 in Review

Von Berge Wealth Management Group sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 15,282 shares — an estimated $328K sold.

Von Berge Wealth Management Group first reported a position in SCHX in Q4 2021 and held it in 10 quarters. The position peaked at $328K in Q2 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

Von Berge Wealth Management Group reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
Von Berge Wealth Management Group sold 15,282 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $328K.
Von Berge Wealth Management Group first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 10 quarters.
Von Berge Wealth Management Group's Schwab US Large- Cap ETF position peaked at $328K in Q2 2024.
1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2024, filed 12 Nov 2024.