Bergan Kdv Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 22,063 shares of SCHZ stock, worth $997,247. This represents 0.1% of its overall portfolio holdings.

Number of Shares
22,063
Previous 22,063 -0.0%
Holding current value
$997,247
Previous $1.03 Million 1.55%
% of portfolio
0.1%
Previous 0.11%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 27, 2023
SELL
$45.33 - $47.44 $58,249 - $60,960
-1,285 Reduced 5.5%
22,063 $1.03 Million
Q4 2022

Jan 31, 2023
BUY
$44.31 - $47.03 $131,822 - $139,914
2,975 Added 14.6%
23,348 $1.07 Million
Q3 2022

Oct 24, 2022
SELL
N/A
-16,636 Reduced 44.95%
20,373 $923,000
Q2 2022

Jul 13, 2022
SELL
N/A
-10,961 Reduced 22.85%
37,009 $1.77 Million
Q1 2022

May 09, 2022
SELL
N/A
-1,109 Reduced 2.26%
47,970 $2.43 Million
Q4 2021

Jan 28, 2022
SELL
N/A
-2,583 Reduced 5.0%
49,079 $2.65 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-179 Reduced 0.35%
51,662 $2.8 Million
Q2 2021

Aug 10, 2021
SELL
N/A
-12,509 Reduced 19.44%
51,841 $2.83 Million
Q1 2021

May 11, 2021
SELL
N/A
-12,650 Reduced 16.43%
64,350 $3.47 Million
Q4 2020

Feb 04, 2021
SELL
N/A
-377 Reduced 0.49%
77,000 $4.31 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-7,804 Reduced 9.16%
77,377 $4.34 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-207,758 Reduced 70.92%
85,181 $4.79 Million
Q1 2020

Apr 24, 2020
SELL
N/A
-4,605 Reduced 1.55%
292,939 $15.9 Million
Q4 2019

Feb 10, 2020
BUY
N/A
85,976 Added 40.64%
297,544 $15.9 Million
Q3 2019

Nov 08, 2019
SELL
N/A
-1,835 Reduced 0.86%
211,568 $11.4 Million
Q2 2019

Aug 12, 2019
BUY
N/A
96,864 Added 83.12%
213,403 $11.3 Million
Q1 2019

May 09, 2019
BUY
N/A
10,658 Added 10.07%
116,539 $6.05 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-6,040 Reduced 5.4%
105,881 $5.36 Million
Q3 2018

Nov 09, 2018
BUY
N/A
3,559 Added 3.28%
111,921 $5.62 Million
Q2 2018

Jul 23, 2018
SELL
N/A
-6,858 Reduced 5.95%
108,362 $5.49 Million
Q1 2018

May 03, 2018
BUY
N/A
13,951 Added 13.78%
115,220 $5.88 Million
Q4 2017

Jan 16, 2018
BUY
N/A
10,159 Added 11.15%
101,269 $5.27 Million
Q3 2017

Oct 18, 2017
BUY
N/A
91,110
91,110 $4.77 Million

Others Institutions Holding SCHZ

# of Institutions
603
Shares Held
105M
Call Options Held
600
Put Options Held
3.6K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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