Berger Financial Group, Inc Schwab Strategic Us Tips ETF Transaction History

Berger Financial Group, Inc

$1.04 Billion
Q1 2024

A detailed history of Berger Financial Group, Inc transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Berger Financial Group, Inc holds 7,904 shares of SCHP stock, worth $411,877. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,904

Previous 4,485 76.23%

Holding current value

$411,877

Previous $234,000 76.07%

% of portfolio

0.04%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	BUY	$51.32 - $52.45 $175,463 - $179,326	3,419 Added 76.23%	7,904 $412,000
Q4 2023 Feb 07, 2024	SELL	$49.69 - $52.46 $52,025 - $54,925	-1,047 Reduced 18.93%	4,485 $234,000
Q3 2023 Nov 03, 2023	BUY	$50.37 - $52.48 $278,646 - $290,319	5,532 New	5,532 $279,000
Q4 2022 Jan 30, 2023	SELL	$51.7 - $53.83 $75,533 - $78,645	-1,461 Reduced 26.5%	4,052 $209,000
Q1 2022 May 10, 2022	BUY	N/A	364 Added 7.07%	5,513 $335,000

Q4 2021 Jan 26, 2022	BUY	N/A	873 Added 20.42%	5,149 $324,000
Q3 2021 Oct 28, 2021	SELL	N/A	-30 Reduced 0.7%	4,276 $268,000
Q2 2021 Jul 29, 2021	SELL	N/A	-122 Reduced 2.76%	4,306 $269,000
Q1 2021 May 12, 2021	SELL	N/A	-30,143 Reduced 87.19%	4,428 $271,000
Q4 2020 Feb 02, 2021	BUY	N/A	34,571 New	34,571 $2.15 Million

Others Institutions Holding SCHP

# of Institutions

677

Shares Held

159M

Call Options Held

123K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Berger Financial Group, Inc Schwab Strategic Us Tips ETF Transaction History