Bergan Kdv Wealth Management, LLC Schwab Strategic Tr 1000 Index 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 1000 Index stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 6,031 shares of SCHK stock, worth $316,325. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,031
Previous 6,031
-0.0%
Holding current value
$316,325
Previous $238,000
8.4%
% of portfolio
0.03%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
156Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.28 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.68MShares$193 Million13.76% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$98.4 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.25MShares$65.4 Million5.85% of portfolio
-
Waddell & Associates, LLC950KShares$49.8 Million6.56% of portfolio