BerganKDV Wealth Management, LLC SCHR Holdings History
BerganKDV Wealth Management, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2023-06-30, BerganKDV Wealth Management, LLC held 1.78 Mil shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $87.76 Mil. This investment constitutes 8.78% of their stock portfolio, and BerganKDV Wealth Management, LLC now holds 1.23% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2018Q2. And since then BerganKDV Wealth Management, LLC has made 15 purchases of SCHR, at an average price of $53.19, for a total of 1.99 Mil shares. In addition, there have been 6 sales at an average price of $54.57 for 212,421.00 shares. Based on historical transaction data and SCHR's current price of $24.83, BerganKDV Wealth Management, LLC's estimated gain on his SCHR holdings is $-50.21 Mil, reflecting a -47.36% gain to date.
BerganKDV Wealth Management, LLC SCHR ($24.83) Holding Chart
BerganKDV Wealth Management, LLC SCHR ($24.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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