Berger Financial Group, Inc Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Berger Financial Group, Inc holds 3,025,413 shares of SCHD stock, worth $81.3 Million. This represents 6.35% of its overall portfolio holdings.

Number of Shares

3,025,413

Previous 2,927,350 3.35%

Holding current value

$81.3 Million

Previous $81.8 Million 2.05%

% of portfolio

6.35%

Previous 6.89%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$24.32 - $27.87 $2.38 Million - $2.73 Million	98,063 Added 3.35%	3,025,413 $80.2 Million
Q1 2025 May 12, 2025	BUY	$27.01 - $28.54 $7.75 Million - $8.19 Million	286,891 Added 10.87%	2,927,350 $81.8 Million
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $48.6 Million - $153 Million	1,804,988 Added 216.04%	2,640,459 $72.1 Million
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $3.27 Million - $3.61 Million	42,472 Added 5.36%	835,471 $70.6 Million
Q2 2024 Aug 14, 2024	BUY	$75.81 - $80.15 $6.5 Million - $6.88 Million	85,782 Added 12.13%	792,999 $61.7 Million
Q1 2024 Apr 16, 2024	BUY	$75.25 - $80.63 $24.5 Million - $26.3 Million	326,056 Added 85.54%	707,217 $57 Million
Q4 2023 Feb 07, 2024	BUY	$66.9 - $76.32 $707,601 - $807,236	10,577 Added 2.85%	381,161 $29 Million
Q3 2023 Nov 03, 2023	BUY	$70.63 - $75.66 $1.51 Million - $1.62 Million	21,418 Added 6.13%	370,584 $26.2 Million
Q2 2023 Aug 10, 2023	BUY	$69.18 - $73.94 $1.95 Million - $2.08 Million	28,184 Added 8.78%	349,166 $25.4 Million
Q1 2023 Apr 24, 2023	BUY	$70.28 - $78.03 $5.41 Million - $6.01 Million	76,974 Added 31.55%	320,982 $23.5 Million
Q4 2022 Jan 30, 2023	BUY	$67.16 - $79.06 $1.05 Million - $1.24 Million	15,673 Added 6.86%	244,008 $18.4 Million
Q3 2022 Oct 27, 2022	BUY	$66.43 - $77.87 $966,423 - $1.13 Million	14,548 Added 6.8%	228,335 $15.2 Million
Q2 2022 Aug 08, 2022	BUY	$70.31 - $80.24 $3.92 Million - $4.48 Million	55,792 Added 35.31%	213,787 $15.3 Million
Q1 2022 May 10, 2022	BUY	$75.14 - $81.94 $3.03 Million - $3.31 Million	40,349 Added 34.3%	157,995 $12.5 Million
Q4 2021 Jan 26, 2022	BUY	$74.93 - $80.86 $3.04 Million - $3.28 Million	40,600 Added 52.7%	117,646 $9.51 Million
Q3 2021 Oct 28, 2021	BUY	$74.23 - $78.13 $1.28 Million - $1.35 Million	17,227 Added 28.8%	77,046 $5.72 Million
Q2 2021 Jul 29, 2021	BUY	$73.32 - $77.65 $2.22 Million - $2.35 Million	30,316 Added 102.76%	59,819 $4.52 Million
Q1 2021 May 12, 2021	BUY	$63.23 - $73.67 $929,860 - $1.08 Million	14,706 Added 99.39%	29,503 $2.15 Million
Q4 2020 Feb 02, 2021	BUY	$54.8 - $65.16 $810,875 - $964,172	14,797 New	14,797 $949,000

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

897M

Call Options Held

4.42M

Put Options Held

2.23M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Berger Financial Group, Inc Schwab Strategic Tr Us Dividen Transaction History