Bergan Kdv Wealth Management, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 65,033 shares of SCHG stock, worth $6.56 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
65,033
Previous 65,347
0.48%
Holding current value
$6.56 Million
Previous $4.26 Million
14.47%
% of portfolio
0.49%
Previous 0.44%
Shares
17 transactions
Others Institutions Holding SCHG
# of Institutions
1,185Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.15 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$917 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$906 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$878 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$497 Million1.05% of portfolio