Bergan Kdv Wealth Management, LLC Schwab Strategic U.S. Mid Cap 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. Mid Cap stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 252,105 shares of SCHM stock, worth $19.6 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
252,105
Previous 251,390
0.28%
Holding current value
$19.6 Million
Previous $17.1 Million
4.99%
% of portfolio
1.79%
Previous 1.76%
Shares
24 transactions
Others Institutions Holding SCHM
# of Institutions
902Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.64 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$788 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$287 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$167 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio