Bergan Kdv Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 111 shares of SCHO stock, worth $2,673. This represents 0.0% of its overall portfolio holdings.

Number of Shares
111
Previous 111 -0.0%
Holding current value
$2,673
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 13, 2022
SELL
$48.73 - $49.59 $2,192 - $2,231
-45 Reduced 28.85%
111 $5,000
Q1 2020

Apr 24, 2020
SELL
$50.48 - $51.73 $12,973 - $13,294
-257 Reduced 62.23%
156 $8,000
Q4 2019

Feb 10, 2020
BUY
$50.38 - $50.71 $20,806 - $20,943
413 New
413 $21,000

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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