BerganKDV Wealth Management, LLC: SCHF position timeline

BerganKDV Wealth Management, LLC held 1,567,950 SCHF shares at 2023-06-30 per its 13F-HR filed 2023-07-24.

the latest 13F is the newest step

1. period ended2023-06-30

   13F 1,567,950 shares

   Change vs previous 13F -27,662 shares

   5.59% of the 13F portfolio, value $55,897,431.

   13F-HR 0001660203-23-000004 filed by BerganKDV Wealth Management, LLC
   Filed 2023-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2023-03-31

   13F 1,595,612 shares

   Change vs previous 13F -61,723 shares

   5.72% of the 13F portfolio, value $55,527,306.

   13F-HR 0001660203-23-000003 filed by BerganKDV Wealth Management, LLC
   Filed 2023-04-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2022-12-31

   13F 1,657,335 shares

   Change vs previous 13F -54,907 shares

   5.79% of the 13F portfolio, value $53,382,770.

   13F-HR 0001660203-23-000001 filed by BerganKDV Wealth Management, LLC
   Filed 2023-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2022-09-30

   13F 1,712,242 shares

   Change vs previous 13F +122,205 shares

   5.76% of the 13F portfolio, value $48,165,000.

   13F-HR 0001660203-22-000005 filed by BerganKDV Wealth Management, LLC
   Filed 2022-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2022-06-30

   13F 1,590,037 shares

   Change vs previous 13F +130,196 shares

   5.73% of the 13F portfolio, value $50,007,000.

   13F-HR 0001660203-22-000004 filed by BerganKDV Wealth Management, LLC
   Filed 2022-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2022-03-31

   13F 1,459,841 shares

   Change vs previous 13F +170,537 shares

   5.73% of the 13F portfolio, value $53,605,000.

   13F-HR 0001660203-22-000003 filed by BerganKDV Wealth Management, LLC
   Filed 2022-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2021-12-31

   13F 1,289,304 shares

   Change vs previous 13F +35,433 shares

   5.23% of the 13F portfolio, value $50,115,000.

   13F-HR 0001660203-22-000001 filed by BerganKDV Wealth Management, LLC
   Filed 2022-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2021-09-30

   13F 1,253,871 shares

   Change vs previous 13F not available

   5.5% of the 13F portfolio, value $48,525,000.

   13F-HR 0001660203-21-000005 filed by BerganKDV Wealth Management, LLC
   Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).