Number of Shares
1.78 Mil
Current Holdings Value*
$87.76 Mil
% of Portfolio
8.78%
Total Estimate Gain
$-50.11 Mil
% of Total Estimate Gain
-47.26%

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 $24.89, BerganKDV Wealth Management, LLC's estimated gain on his SCHR holdings is $-50.11 Mil, reflecting a -47.26% gain to date.

BerganKDV Wealth Management, LLC SCHR ($24.89) Holding Chart

BerganKDV Wealth Management, LLC SCHR ($24.89) 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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