Charles Schwab Corporation shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $743k | 13k | 56.68 |
| 2023-03-31 | $683k | 13k | 52.38 |
| 2022-12-31 | $1.0M | 13k | 83.26 |
| 2022-09-30 | $765k | 11k | 71.82 |
| 2022-06-30 | $641k | 10k | 63.20 |
| 2022-03-31 | $801k | 9.5k | 84.32 |
| 2021-12-31 | $70k | 835 | 83.83 |
| 2021-09-30 | $59k | 815 | 72.39 |
| 2021-06-30 | $21k | 293 | 71.67 |
| 2021-03-31 | $19k | 293 | 64.85 |
| 2020-12-31 | $13k | 241 | 53.94 |
| 2020-09-30 | $8.0k | 222 | 36.04 |
| 2020-06-30 | $5.0k | 145 | 34.48 |
| 2020-03-31 | $5.0k | 145 | 34.48 |
| 2019-12-31 | $1.0k | 27 | 37.04 |
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