Berger Financial Group, Inc Schwab Strategic U.S. Mid Cap Transaction History
Berger Financial Group, Inc
- $1.22 Billion
- Q4 2024
A detailed history of Berger Financial Group, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Berger Financial Group, Inc holds 23,300 shares of SCHM stock, worth $617,450. This represents 0.05% of its overall portfolio holdings.
Number of Shares
23,300
Previous 7,505
210.46%
Holding current value
$617,450
Previous $623,000
3.53%
% of portfolio
0.05%
Previous 0.05%
Shares
17 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio