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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 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