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Schwab Strategic Tr us lrg cap etf shares owned by BerganKDV Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by BerganKDV Wealth Management from 13F filings

Historical chart of BerganKDV Wealth Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf 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 lrg cap etf by BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.5M 49k 52.37
2023-03-31 $2.4M 49k 48.37
2022-12-31 $2.3M 50k 45.15
2022-09-30 $2.1M 51k 42.35
2022-06-30 $2.8M 62k 44.66
2022-03-31 $3.4M 62k 53.86
2021-12-31 $3.6M 32k 113.82
2021-09-30 $3.5M 33k 104.03
2021-06-30 $3.4M 33k 103.98
2021-03-31 $3.2M 33k 96.04
2020-12-31 $3.2M 35k 90.94
2020-09-30 $2.8M 35k 80.63
2020-06-30 $7.3M 99k 74.10
2020-03-31 $6.5M 106k 61.25
2019-12-31 $7.4M 97k 76.81
2019-09-30 $6.7M 94k 70.93
2019-06-30 $7.2M 102k 70.19
2019-03-31 $5.5M 82k 67.61
2018-12-31 $4.5M 76k 59.70
2018-09-30 $4.7M 68k 69.56
2018-06-30 $4.3M 66k 64.99
2018-03-31 $4.9M 78k 63.08
2017-12-31 $4.9M 77k 63.78
2017-09-30 $4.3M 72k 60.03
2017-06-30 $3.9M 67k 57.77
2017-03-31 $3.7M 67k 56.28
2016-12-31 $2.9M 54k 53.26
2016-09-30 $2.8M 55k 51.62
2016-06-30 $3.3M 65k 49.77
2016-03-31 $5.5M 112k 48.84

More positions owned by BerganKDV Wealth Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for BerganKDV Wealth Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf