BerganKDV Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

BerganKDV Wealth Management’s Portfolio SCHK Stock Details SCHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$258K	Hold	12,062	–	–	0.03%	214
2023 Q1	$239K	Hold	12,062	–	–	0.02%	220
2022 Q4	$223K	Hold	12,062	–	–	0.02%	223
2022 Q3	$209K	Hold	12,062	–	–	0.03%	222
2022 Q2	$220K	Hold	12,062	–	–	0.03%	236
2022 Q1	$266K	Hold	12,062	–	–	0.03%	225
2021 Q4	$281K	Hold	12,062	–	–	0.03%	229
2021 Q3	$257K	Hold	12,062	–	–	0.03%	232
2021 Q2	$257K	Hold	12,062	–	–	0.03%	223
2021 Q1	$238K	Hold	12,062	–	–	0.03%	223
2020 Q4	$225K	Hold	12,062	–	–	0.03%	212
2020 Q3	$199K	Hold	12,062	–	–	0.03%	213
2020 Q2	$183K	Buy	+12,062	New	+$173K	0.03%	225

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

BerganKDV Wealth Management's SCHK Position: Q2 2023 in Review

BerganKDV Wealth Management held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2023 at 12,062 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #214.

BerganKDV Wealth Management first reported a position in SCHK in Q2 2020 and has held it in 13 quarters since. The position peaked at $281K in Q4 2021. 129 funds tracked by Wall St. Rank hold SCHK as of Q2 2023.

BerganKDV Wealth Management held 12,062 shares of Schwab 1000 Index ETF worth $258K as of Q2 2023.
BerganKDV Wealth Management left its Schwab 1000 Index ETF share count unchanged in Q2 2023.
Schwab 1000 Index ETF made up 0.03% of BerganKDV Wealth Management's portfolio in Q2 2023, its #214 holding.
BerganKDV Wealth Management first reported a position in Schwab 1000 Index ETF in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Schwab 1000 Index ETF position peaked at $281K in Q4 2021.
129 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.