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 $7.3 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
252,105
Previous 251,390 0.28%
Holding current value
$7.3 Million
Previous $17.1 Million 4.99%
% of portfolio
1.79%
Previous 1.76%

Shares

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

Jul 24, 2023
BUY
$65.29 - $71.03 $46,682 - $50,786
715 Added 0.28%
252,105 $17.9 Million
Q1 2023

Apr 27, 2023
BUY
$64.24 - $73.9 $86,402 - $99,395
1,345 Added 0.54%
251,390 $17.1 Million
Q4 2022

Jan 31, 2023
BUY
$61.05 - $69.94 $815,628 - $934,398
13,360 Added 5.64%
250,045 $16.4 Million
Q3 2022

Oct 24, 2022
BUY
$60.5 - $72.51 $298,507 - $357,764
4,934 Added 2.13%
236,685 $14.3 Million
Q2 2022

Jul 13, 2022
BUY
$60.91 - $76.4 $135,220 - $169,608
2,220 Added 0.97%
231,751 $14.5 Million
Q1 2022

May 09, 2022
BUY
$70.66 - $80.89 $46,494 - $53,225
658 Added 0.29%
229,531 $17.4 Million
Q4 2021

Jan 28, 2022
BUY
$76.01 - $83.39 $384,306 - $421,619
5,056 Added 2.26%
228,873 $18.4 Million
Q3 2021

Nov 12, 2021
BUY
$74.65 - $80.95 $372,578 - $404,021
4,991 Added 2.28%
223,817 $17.2 Million
Q2 2021

Aug 10, 2021
BUY
$74.64 - $79.12 $723,112 - $766,514
9,688 Added 4.63%
218,826 $17.1 Million
Q1 2021

May 11, 2021
SELL
$67.07 - $76.85 $364,123 - $417,218
-5,429 Reduced 2.53%
209,138 $15.6 Million
Q4 2020

Feb 04, 2021
SELL
$55.93 - $68.45 $52,182 - $63,863
-933 Reduced 0.43%
214,567 $14.6 Million
Q3 2020

Nov 05, 2020
SELL
$51.99 - $58.83 $2.11 Million - $2.38 Million
-40,503 Reduced 15.82%
215,500 $12 Million
Q2 2020

Aug 13, 2020
BUY
$39.01 - $57.03 $950,790 - $1.39 Million
24,373 Added 10.52%
256,003 $13.5 Million
Q1 2020

Apr 24, 2020
BUY
$35.83 - $62.24 $1.21 Million - $2.09 Million
33,642 Added 16.99%
231,630 $9.77 Million
Q4 2019

Feb 10, 2020
BUY
$54.56 - $60.24 $59,088 - $65,239
1,083 Added 0.55%
197,988 $11.9 Million
Q3 2019

Nov 08, 2019
BUY
$56.23 - $57.59 $9,109 - $9,329
162 Added 0.08%
196,905 $11.1 Million
Q2 2019

Aug 12, 2019
BUY
N/A
2,322 Added 1.19%
196,743 $11.2 Million
Q1 2019

May 09, 2019
SELL
N/A
-29,205 Reduced 13.06%
194,421 $10.8 Million
Q4 2018

Feb 01, 2019
BUY
N/A
10,561 Added 4.96%
223,626 $10.7 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-13,516 Reduced 5.97%
213,065 $12.3 Million
Q2 2018

Jul 23, 2018
SELL
N/A
-48,763 Reduced 17.71%
226,581 $12.4 Million
Q1 2018

May 03, 2018
BUY
N/A
17,473 Added 6.78%
275,344 $14.6 Million
Q4 2017

Jan 16, 2018
BUY
N/A
14,306 Added 5.87%
257,871 $13.7 Million
Q3 2017

Oct 18, 2017
BUY
N/A
243,565
243,565 $12.2 Million

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
151M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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