Bergan Kdv Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 138 shares of SCHH stock, worth $2,753. This represents 0.0% of its overall portfolio holdings.

Number of Shares
138
Previous 240 42.5%
Holding current value
$2,753
Previous $4,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 24, 2023
SELL
$18.34 - $19.64 $1,870 - $2,003
-102 Reduced 42.5%
138 $2,000
Q1 2023

Apr 27, 2023
SELL
$18.01 - $21.78 $576 - $696
-32 Reduced 11.76%
240 $4,000
Q4 2022

Jan 31, 2023
BUY
$18.86 - $20.46 $603 - $654
32 Added 13.33%
272 $5,000
Q1 2022

May 09, 2022
BUY
N/A
106 Added 79.1%
240 $6,000
Q4 2021

Jan 28, 2022
SELL
N/A
-176 Reduced 56.77%
134 $7,000
Q3 2021

Nov 12, 2021
BUY
N/A
86 Added 38.39%
310 $14,000
Q2 2021

Aug 10, 2021
SELL
N/A
-181 Reduced 44.69%
224 $10,000
Q1 2021

May 11, 2021
SELL
N/A
-115 Reduced 22.12%
405 $17,000
Q4 2020

Feb 04, 2021
BUY
N/A
58 Added 12.55%
520 $20,000
Q3 2020

Nov 05, 2020
SELL
N/A
-1,519 Reduced 76.68%
462 $16,000
Q2 2020

Aug 13, 2020
SELL
N/A
-73,299 Reduced 97.37%
1,981 $70,000
Q1 2020

Apr 24, 2020
SELL
N/A
-8,230 Reduced 9.86%
75,280 $2.47 Million
Q4 2019

Feb 10, 2020
BUY
N/A
799 Added 0.97%
83,510 $3.84 Million
Q3 2019

Nov 08, 2019
SELL
N/A
-1,146 Reduced 1.37%
82,711 $3.9 Million
Q2 2019

Aug 12, 2019
BUY
N/A
2,356 Added 2.89%
83,857 $3.73 Million
Q1 2019

May 09, 2019
SELL
N/A
-5,742 Reduced 6.58%
81,501 $3.62 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-1,781 Reduced 2.0%
87,243 $3.36 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-92,670 Reduced 51.0%
89,024 $3.72 Million
Q2 2018

Jul 23, 2018
SELL
N/A
-3,197 Reduced 1.73%
181,694 $7.59 Million
Q1 2018

May 03, 2018
BUY
N/A
21,878 Added 13.42%
184,891 $7.07 Million
Q4 2017

Jan 16, 2018
BUY
N/A
10,041 Added 6.56%
163,013 $6.79 Million
Q3 2017

Oct 18, 2017
BUY
N/A
152,972
152,972 $6.29 Million

Others Institutions Holding SCHH

# of Institutions
504
Shares Held
248M
Call Options Held
36K
Put Options Held
1.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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