Bergan Kdv Wealth Management, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,684 shares of SCHB stock, worth $39,742. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,684
Previous 1,813 7.12%
Holding current value
$39,742
Previous $86,000 1.16%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 24, 2023
SELL
$47.08 - $51.7 $6,073 - $6,669
-129 Reduced 7.12%
1,684 $87,000
Q1 2023

Apr 27, 2023
BUY
$44.47 - $49.23 $22,323 - $24,713
502 Added 38.29%
1,813 $86,000
Q4 2022

Jan 31, 2023
SELL
$41.94 - $47.81 $2,893 - $3,298
-69 Reduced 5.0%
1,311 $58,000
Q3 2022

Oct 24, 2022
BUY
$41.99 - $50.63 $3,359 - $4,050
80 Added 6.15%
1,380 $58,000
Q2 2022

Jul 13, 2022
BUY
$42.93 - $53.98 $5,623 - $7,071
131 Added 11.21%
1,300 $57,000
Q1 2022

May 09, 2022
BUY
$49.15 - $56.85 $28,703 - $33,200
584 Added 99.83%
1,169 $62,000
Q4 2021

Jan 28, 2022
BUY
$51.87 - $56.86 $2,489 - $2,729
48 Added 8.94%
585 $66,000
Q3 2021

Nov 12, 2021
BUY
$51.32 - $54.83 $11,803 - $12,610
230 Added 74.92%
537 $56,000
Q2 2021

Aug 10, 2021
BUY
$48.92 - $52.14 $2,494 - $2,659
51 Added 19.92%
307 $32,000
Q1 2021

May 11, 2021
BUY
$44.89 - $48.81 $4,129 - $4,490
92 Added 56.1%
256 $25,000
Q2 2020

Aug 13, 2020
BUY
$28.84 - $38.49 $1,528 - $2,039
53 Added 47.75%
164 $12,000
Q1 2020

Apr 24, 2020
BUY
$26.18 - $40.44 $2,905 - $4,488
111 New
111 $7,000

Others Institutions Holding SCHB

# of Institutions
1,190
Shares Held
231M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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