Berger Financial Group, Inc Schwab Strategic U.S. Mid Cap Transaction History

Berger Financial Group, Inc

$1.19 Billion
Q1 2025

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 17,362 shares of SCHM stock, worth $472,767. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,362

Previous 23,300 25.48%

Holding current value

$472,767

Previous $645,000 29.61%

% of portfolio

0.04%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$25.58 - $29.24 $151,894 - $173,627	-5,938 Reduced 25.48%	17,362 $454,000
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $434,994 - $1.31 Million	15,795 Added 210.46%	23,300 $645,000
Q3 2024 Nov 12, 2024	SELL	$75.47 - $83.18 $9 Million - $9.92 Million	-119,284 Reduced 94.08%	7,505 $623,000
Q2 2024 Aug 14, 2024	BUY	$75.69 - $81.19 $1.92 Million - $2.06 Million	25,395 Added 25.05%	126,789 $9.87 Million
Q1 2024 Apr 16, 2024	BUY	$72.89 - $81.43 $943,998 - $1.05 Million	12,951 Added 14.64%	101,394 $8.26 Million
Q4 2023 Feb 07, 2024	BUY	$63.01 - $75.95 $319,460 - $385,066	5,070 Added 6.08%	88,443 $6.66 Million
Q3 2023 Nov 03, 2023	BUY	$66.75 - $73.98 $600,616 - $665,672	8,998 Added 12.1%	83,373 $5.64 Million
Q2 2023 Aug 10, 2023	BUY	$65.29 - $71.03 $470,479 - $511,842	7,206 Added 10.73%	74,375 $5.28 Million
Q1 2023 Apr 24, 2023	SELL	$64.24 - $73.9 $7.04 Million - $8.1 Million	-109,644 Reduced 62.01%	67,169 $4.56 Million
Q4 2022 Jan 30, 2023	BUY	$61.05 - $69.94 $108,058 - $123,793	1,770 Added 1.01%	176,813 $11.6 Million
Q3 2022 Oct 27, 2022	BUY	$60.5 - $72.51 $605,302 - $725,462	10,005 Added 6.06%	175,043 $10.6 Million
Q2 2022 Aug 08, 2022	BUY	$60.91 - $76.4 $182,790 - $229,276	3,001 Added 1.85%	165,038 $10.4 Million
Q1 2022 May 10, 2022	BUY	$70.66 - $80.89 $1.61 Million - $1.84 Million	22,796 Added 16.37%	162,037 $12.3 Million
Q4 2021 Jan 26, 2022	BUY	$76.01 - $83.39 $1.46 Million - $1.6 Million	19,155 Added 15.95%	139,241 $11.2 Million
Q3 2021 Oct 28, 2021	BUY	$74.65 - $80.95 $656,397 - $711,793	8,793 Added 7.9%	120,086 $9.21 Million
Q2 2021 Jul 29, 2021	BUY	$74.64 - $79.12 $768,493 - $814,619	10,296 Added 10.19%	111,293 $8.71 Million
Q1 2021 May 12, 2021	BUY	$67.07 - $76.85 $115,226 - $132,028	1,718 Added 1.73%	100,997 $7.52 Million
Q4 2020 Feb 02, 2021	BUY	$55.93 - $68.45 $5.55 Million - $6.8 Million	99,279 New	99,279 $6.77 Million

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

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About SCHWAB STRATEGIC U.S. MID-CAP

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Berger Financial Group, Inc Schwab Strategic U.S. Mid Cap Transaction History