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Schwab Strategic Tr us dividend eq shares owned by BerganKDV Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by BerganKDV Wealth Management from 13F filings

Historical chart of BerganKDV Wealth Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.0M 27k 72.62
2023-03-31 $2.0M 27k 73.16
2022-12-31 $2.0M 27k 75.54
2022-09-30 $2.0M 30k 66.43
2022-06-30 $2.4M 33k 71.64
2022-03-31 $2.7M 34k 78.90
2021-12-31 $2.8M 35k 80.84
2021-09-30 $2.7M 36k 74.23
2021-06-30 $2.6M 35k 75.63
2021-03-31 $3.0M 41k 72.92
2020-12-31 $2.6M 41k 64.13
2020-09-30 $2.5M 45k 55.30
2020-06-30 $3.1M 59k 51.74
2020-03-31 $3.3M 73k 44.98
2019-12-31 $3.3M 57k 57.93
2019-09-30 $16k 284 56.34
2019-06-30 $15k 283 53.00
2019-03-31 $15k 283 53.00
2018-12-31 $13k 281 46.26
2018-09-30 $15k 278 53.96
2018-06-30 $14k 276 50.72