Schwab U S Large Cap Growth ETF shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $4.9M | 65k | 74.95 |
| 2023-03-31 | $4.3M | 65k | 65.17 |
| 2022-12-31 | $3.6M | 66k | 55.56 |
| 2022-09-30 | $4.3M | 77k | 55.81 |
| 2022-06-30 | $5.0M | 86k | 57.99 |
| 2022-03-31 | $6.6M | 88k | 74.82 |
| 2021-12-31 | $7.3M | 45k | 163.75 |
| 2021-09-30 | $6.9M | 47k | 148.09 |
| 2021-06-30 | $6.7M | 46k | 145.96 |
| 2021-03-31 | $7.3M | 56k | 129.78 |
| 2020-12-31 | $7.4M | 57k | 128.41 |
| 2020-09-30 | $6.9M | 60k | 115.18 |
| 2020-06-30 | $7.0M | 69k | 101.55 |
| 2020-03-31 | $6.4M | 80k | 79.64 |
| 2019-12-31 | $6.0M | 65k | 92.91 |
| 2019-06-30 | $32k | 385 | 83.12 |
| 2019-03-31 | $31k | 385 | 80.52 |
| 2018-12-31 | $27k | 385 | 70.13 |
| 2018-09-30 | $32k | 385 | 83.12 |
| 2018-06-30 | $29k | 385 | 75.32 |
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