Bergan Kdv Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Us Large C stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 48,540 shares of SCHX stock, worth $3.13 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
48,540
Previous 49,007
0.95%
Holding current value
$3.13 Million
Previous $2.37 Million
7.26%
% of portfolio
0.25%
Previous 0.24%
Shares
24 transactions
Others Institutions Holding SCHX
# of Institutions
1,258Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.29 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.25 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.83 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$818 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$678 Million24.51% of portfolio