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 $2,960. This represents 0.0% of its overall portfolio holdings.
Number of Shares
138
Previous 240
42.5%
Holding current value
$2,960
Previous $4,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
22 transactions
Others Institutions Holding SCHH
# of Institutions
532Shares Held
176MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.14 Billion2.52% of portfolio
-
Us Bancorp \De\28.4MShares$610 Million0.79% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$551 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$162 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$150 Million0.58% of portfolio