Berger Financial Group, Inc Schwab Strategic Tr Us Broad M Transaction History

Berger Financial Group, Inc

$1.26 Billion
Q2 2025

A detailed history of Berger Financial Group, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Berger Financial Group, Inc holds 12,509 shares of SCHB stock, worth $323,232. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,509

Previous 12,415 0.76%

Holding current value

$323,232

Previous $267,000 11.61%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$19.1 - $23.83 $1,795 - $2,240	94 Added 0.76%	12,509 $298,000
Q1 2025 May 12, 2025	BUY	$21.23 - $23.75 $14,839 - $16,601	699 Added 5.97%	12,415 $267,000
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $143,197 - $434,730	6,506 Added 124.88%	11,716 $265,000
Q3 2024 Nov 12, 2024	SELL	$59.93 - $66.52 $2,756 - $3,059	-46 Reduced 0.88%	5,210 $346,000
Q2 2024 Aug 14, 2024	SELL	$57.57 - $63.3 $19,573 - $21,522	-340 Reduced 6.08%	5,256 $330,000
Q1 2024 Apr 16, 2024	BUY	$54.61 - $61.05 $305,597 - $341,635	5,596 New	5,596 $341,000
Q2 2022 Aug 08, 2022	BUY	$42.93 - $53.98 $9,616 - $12,091	224 Added 4.5%	5,207 $230,000
Q1 2022 May 10, 2022	BUY	$49.15 - $56.85 $123,907 - $143,318	2,521 Added 102.4%	4,983 $266,000
Q4 2021 Jan 26, 2022	BUY	$51.87 - $56.86 $466 - $511	9 Added 0.37%	2,462 $278,000
Q3 2021 Oct 28, 2021	BUY	$51.32 - $54.83 $21,554 - $23,028	420 Added 20.66%	2,453 $255,000
Q2 2021 Jul 29, 2021	BUY	$48.92 - $52.14 $99,454 - $106,000	2,033 New	2,033 $212,000

Others Institutions Holding SCHB

# of Institutions

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR US BROAD M

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Berger Financial Group, Inc Schwab Strategic Tr Us Broad M Transaction History