Bergan Kdv Wealth Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,991 shares of SCHE stock, worth $79,620. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,991
Previous 3,008 0.57%
Holding current value
$79,620
Previous $73,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$23.66 - $25.54 $402 - $434
-17 Reduced 0.57%
2,991 $73,000
Q1 2023

Apr 27, 2023
SELL
$23.32 - $26.39 $11,799 - $13,353
-506 Reduced 14.4%
3,008 $73,000
Q4 2022

Jan 31, 2023
BUY
$22.0 - $24.95 $7,348 - $8,333
334 Added 10.5%
3,514 $83,000
Q3 2022

Oct 24, 2022
BUY
N/A
190 Added 6.35%
3,180 $71,000
Q2 2022

Jul 13, 2022
BUY
N/A
90 Added 3.1%
2,990 $76,000
Q1 2022

May 09, 2022
BUY
N/A
24 Added 0.83%
2,900 $81,000
Q4 2021

Jan 28, 2022
SELL
N/A
-292 Reduced 9.22%
2,876 $85,000
Q3 2021

Nov 12, 2021
BUY
N/A
791 Added 33.28%
3,168 $97,000
Q2 2021

Aug 10, 2021
SELL
N/A
-337 Reduced 12.42%
2,377 $78,000
Q1 2021

May 11, 2021
SELL
N/A
-539 Reduced 16.57%
2,714 $86,000
Q4 2020

Feb 04, 2021
SELL
N/A
-1,013 Reduced 23.75%
3,253 $100,000
Q3 2020

Nov 05, 2020
SELL
N/A
-157 Reduced 3.55%
4,266 $114,000
Q2 2020

Aug 13, 2020
BUY
N/A
156 Added 3.66%
4,423 $108,000
Q1 2020

Apr 24, 2020
SELL
N/A
-98,185 Reduced 95.84%
4,267 $88,000
Q4 2019

Feb 10, 2020
BUY
N/A
8,461 Added 9.0%
102,452 $2.8 Million
Q3 2019

Nov 08, 2019
SELL
N/A
-2,843 Reduced 2.94%
93,991 $2.36 Million
Q2 2019

Aug 12, 2019
BUY
N/A
15,997 Added 19.79%
96,834 $2.54 Million
Q1 2019

May 09, 2019
SELL
N/A
-503,021 Reduced 86.15%
80,837 $2.1 Million
Q4 2018

Feb 01, 2019
BUY
N/A
10,842 Added 1.89%
583,858 $13.7 Million
Q3 2018

Nov 09, 2018
BUY
N/A
34,728 Added 6.45%
573,016 $14.7 Million
Q2 2018

Jul 23, 2018
BUY
N/A
140,827 Added 35.43%
538,288 $13.9 Million
Q1 2018

May 03, 2018
BUY
N/A
16,526 Added 4.34%
397,461 $11.4 Million
Q4 2017

Jan 16, 2018
BUY
N/A
20,466 Added 5.68%
380,935 $10.6 Million
Q3 2017

Oct 18, 2017
BUY
N/A
360,469
360,469 $9.7 Million

Others Institutions Holding SCHE

# of Institutions
764
Shares Held
234M
Call Options Held
26.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email