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Schwab Strategic Tr us aggregate b shares owned by BerganKDV Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by BerganKDV Wealth Management from 13F filings

Historical chart of BerganKDV Wealth Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 aggregate b by BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.0M 22k 46.16
2023-03-31 $1.0M 22k 46.91
2022-12-31 $1.1M 23k 45.65
2022-09-30 $923k 20k 45.31
2022-06-30 $1.8M 37k 47.88
2022-03-31 $2.4M 48k 50.57
2021-12-31 $2.6M 49k 53.89
2021-09-30 $2.8M 52k 54.26
2021-06-30 $2.8M 52k 54.61
2021-03-31 $3.5M 64k 53.95
2020-12-31 $4.3M 77k 56.03
2020-09-30 $4.3M 77k 56.08
2020-06-30 $4.8M 85k 56.24
2020-03-31 $16M 293k 54.27
2019-12-31 $16M 298k 53.43
2019-09-30 $11M 212k 53.85
2019-06-30 $11M 213k 53.00
2019-03-31 $6.0M 117k 51.88
2018-12-31 $5.4M 106k 50.59
2018-09-30 $5.6M 112k 50.25
2018-06-30 $5.5M 108k 50.64
2018-03-31 $5.9M 115k 51.02
2017-12-31 $5.3M 101k 52.04
2017-09-30 $4.8M 91k 52.37
2017-06-30 $4.7M 89k 52.25
2017-03-31 $4.5M 88k 51.79
2016-12-31 $4.7M 91k 51.51
2016-09-30 $4.6M 86k 53.67
2016-06-30 $3.7M 69k 53.72
2016-03-31 $3.1M 58k 52.82

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 aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
HighTower Advisors
CWM
Wealth Enhancement Advisory Services
Goldman Sachs Group
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors
Envestnet Asset Management
Mariner Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b