Berger Financial Group, Inc Schwab Fundamental U S Large C Transaction History

Berger Financial Group, Inc

$1.26 Billion
Q2 2025

A detailed history of Berger Financial Group, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Berger Financial Group, Inc holds 50,431 shares of FNDX stock, worth $1.26 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

50,431

Previous 50,415 0.03%

Holding current value

$1.26 Million

Previous $1.19 Million 3.95%

% of portfolio

0.1%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$20.84 - $24.54 $333 - $392	16 Added 0.03%	50,431 $1.24 Million
Q1 2025 May 12, 2025	BUY	$23.03 - $25.01 $6,724 - $7,302	292 Added 0.58%	50,415 $1.19 Million
Q4 2024 Feb 14, 2025	BUY	$23.49 - $71.77 $725,817 - $2.22 Million	30,899 Added 160.73%	50,123 $1.19 Million
Q2 2024 Aug 14, 2024	SELL	$63.87 - $67.55 $388,585 - $410,974	-6,084 Reduced 24.04%	19,224 $1.29 Million
Q1 2024 Apr 16, 2024	BUY	$60.89 - $67.39 $1.54 Million - $1.71 Million	25,308 New	25,308 $1.71 Million

Others Institutions Holding FNDX

# of Institutions

698

Shares Held

594M

Call Options Held

Put Options Held

117

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About SCHWAB FUNDAMENTAL U S LARGE C

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Berger Financial Group, Inc Schwab Fundamental U S Large C Transaction History