Bergan Kdv Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 779,074 shares of SCHA stock, worth $37 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
779,074
Previous 767,490
1.51%
Holding current value
$37 Million
Previous $32.2 Million
6.04%
% of portfolio
3.42%
Previous 3.32%
Shares
24 transactions
Others Institutions Holding SCHA
# of Institutions
1,102Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.62 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.01 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$559 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$499 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$409 Million0.1% of portfolio