Schwab Strategic Tr cmn shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.7M | 26k | 67.09 |
| 2023-03-31 | $1.7M | 26k | 65.58 |
| 2022-12-31 | $1.7M | 26k | 66.02 |
| 2022-09-30 | $1.7M | 29k | 58.53 |
| 2022-06-30 | $2.7M | 43k | 62.42 |
| 2022-03-31 | $3.3M | 46k | 71.39 |
| 2021-12-31 | $3.4M | 47k | 73.22 |
| 2021-09-30 | $3.3M | 49k | 67.48 |
| 2021-06-30 | $3.3M | 48k | 68.36 |
| 2021-03-31 | $4.2M | 64k | 65.27 |
| 2020-12-31 | $4.2M | 70k | 59.53 |
| 2020-09-30 | $3.8M | 72k | 52.19 |
| 2020-06-30 | $5.1M | 102k | 50.11 |
| 2020-03-31 | $5.4M | 121k | 44.27 |
| 2019-12-31 | $5.6M | 94k | 60.12 |
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