Bergan Kdv Wealth Management, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 27,325 shares of SCHD stock, worth $2.3 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
27,325
Previous 27,205
0.44%
Holding current value
$2.3 Million
Previous $1.99 Million
0.3%
% of portfolio
0.2%
Previous 0.21%
Shares
20 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio