Bergan Kdv Wealth Management, LLC Schwab Strategic Tr 1000 Index 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 1000 Index stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 6,031 shares of SCHK stock, worth $172,788. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,031
Previous 6,031 -0.0%
Holding current value
$172,788
Previous $238,000 8.4%
% of portfolio
0.03%
Previous 0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 13, 2020
BUY
$23.93 - $31.78 $144,321 - $191,665
6,031 New
6,031 $183,000

Others Institutions Holding SCHK

# of Institutions
201
Shares Held
69.8M
Call Options Held
3.9K
Put Options Held
6.9K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email