BerganKDV Wealth Management, LLC SCHA Holdings History
BerganKDV Wealth Management, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2023-06-30, BerganKDV Wealth Management, LLC held 779,074.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $34.12 Mil. This investment constitutes 3.41% of their stock portfolio, and BerganKDV Wealth Management, LLC now holds 0.24% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2018Q2. And since then BerganKDV Wealth Management, LLC has made 14 purchases of SCHA, at an average price of $37.00, for a total of 961,004.00 shares. In addition, there have been 7 sales at an average price of $37.33 for 181,930.00 shares. Based on historical transaction data and SCHA's current price of $26.20, BerganKDV Wealth Management, LLC's estimated gain on his SCHA holdings is $-8.35 Mil, reflecting a -23.49% gain to date.
BerganKDV Wealth Management, LLC SCHA ($26.20) Holding Chart
BerganKDV Wealth Management, LLC SCHA ($26.20) 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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