Schwab U S Small Cap ETF shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $34M | 779k | 43.80 |
| 2023-03-31 | $32M | 768k | 41.93 |
| 2022-12-31 | $31M | 753k | 40.51 |
| 2022-09-30 | $21M | 545k | 37.80 |
| 2022-06-30 | $20M | 521k | 38.99 |
| 2022-03-31 | $24M | 504k | 47.36 |
| 2021-12-31 | $25M | 247k | 102.40 |
| 2021-09-30 | $24M | 240k | 100.10 |
| 2021-06-30 | $24M | 232k | 104.18 |
| 2021-03-31 | $22M | 224k | 99.67 |
| 2020-12-31 | $22M | 250k | 89.00 |
| 2020-09-30 | $17M | 254k | 68.32 |
| 2020-06-30 | $17M | 255k | 65.34 |
| 2020-03-31 | $14M | 271k | 51.52 |
| 2019-12-31 | $17M | 226k | 75.64 |
| 2019-09-30 | $16M | 227k | 69.73 |
| 2019-06-30 | $19M | 270k | 71.48 |
| 2019-03-31 | $19M | 266k | 69.93 |
| 2018-12-31 | $15M | 239k | 60.68 |
| 2018-09-30 | $17M | 228k | 76.17 |
| 2018-06-30 | $14M | 187k | 73.57 |
| 2018-03-31 | $16M | 224k | 69.13 |
| 2017-12-31 | $15M | 214k | 69.74 |
| 2017-09-30 | $14M | 202k | 67.37 |
| 2017-06-30 | $13M | 200k | 63.91 |
| 2017-03-31 | $12M | 186k | 62.98 |
| 2016-12-31 | $1.4M | 23k | 61.47 |
| 2016-09-30 | $1.4M | 24k | 57.56 |
| 2016-06-30 | $1.1M | 21k | 54.04 |
| 2016-03-31 | $1.1M | 22k | 52.05 |
More positions owned by BerganKDV Wealth Management
View all positions for BerganKDV Wealth Management