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

Berger Financial Group, Inc

$1.18 Billion
Q3 2024

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 5,210 shares of SCHB stock, worth $121,184. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,210

Previous 5,256 0.88%

Holding current value

$121,184

Previous $330,000 4.85%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Account

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