BWM
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BerganKDV Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

BerganKDV Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$87.1K Sell
5,052
-387
-7% -$6.31K 0.01% 316
2023
Q1 		$86.7K Buy
5,439
+1,506
+38% +$23.5K 0.01% 328
2022
Q4 		$58.7K Sell
3,933
-207
-5% -$3.11K 0.01% 365
2022
Q3 		$58K Buy
4,140
+240
+6% +$3.73K 0.01% 360
2022
Q2 		$57K Buy
3,900
+393
+11% +$6.31K 0.01% 362
2022
Q1 		$62K Sell
3,507
-3
-0.1% -$53 0.01% 373
2021
Q4 		$66K Buy
3,510
+288
+9% +$5.3K 0.01% 385
2021
Q3 		$56K Buy
3,222
+1,380
+75% +$24.5K 0.01% 385
2021
Q2 		$32K Buy
1,842
+306
+20% +$5.18K ﹤0.01% 452
2021
Q1 		$25K Buy
1,536
+552
+56% +$8.7K ﹤0.01% 453
2020
Q4 		$15K Hold
984
– – ﹤0.01% 519
2020
Q3 		$13K Hold
984
– – ﹤0.01% 481
2020
Q2 		$12K Buy
984
+318
+48% +$3.67K ﹤0.01% 521
2020
Q1 		$7K Buy
+666
New +$8.06K ﹤0.01% 541
2017
Q1 		– Sell
-68,406
Closed -$618K – 176
2016
Q4 		$618K Buy
+68,406
New +$603K 0.21% 101

Other funds holding SCHB

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Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return