Bergan Kdv Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,780,773 shares of SCHR stock, worth $86.8 Million. This represents 8.79% of its overall portfolio holdings.
Number of Shares
1,780,773
Previous 1,770,773
0.56%
Holding current value
$86.8 Million
Previous $89.3 Million
1.73%
% of portfolio
8.79%
Previous 9.21%
Shares
24 transactions
Others Institutions Holding SCHR
# of Institutions
381Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.95 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$567 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$212 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$176 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$113 Million0.02% of portfolio