Berger Financial Group, Inc Schwab Strategic Tr Us Large C Transaction History

Berger Financial Group, Inc

  • $1.04 Billion
  • Q1 2024

A detailed history of Berger Financial Group, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Berger Financial Group, Inc holds 30,606 shares of SCHV stock, worth $2.26 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
30,606
Previous 8,103 277.71%
Holding current value
$2.26 Million
Previous $568,000 309.33%
% of portfolio
0.22%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
BUY
$68.82 - $75.98 $1.55 Million - $1.71 Million
22,503 Added 277.71%
30,606 $2.33 Million
Q4 2023

Feb 07, 2024
SELL
$61.16 - $70.24 $5,871 - $6,743
-96 Reduced 1.17%
8,103 $568,000
Q3 2023

Nov 03, 2023
SELL
$64.45 - $69.39 $9,023 - $9,714
-140 Reduced 1.68%
8,199 $528,000
Q1 2023

Apr 24, 2023
SELL
$62.59 - $69.3 $251,736 - $278,724
-4,022 Reduced 32.54%
8,339 $546,000
Q4 2022

Jan 30, 2023
BUY
$64.27 - $69.24 $237,606 - $255,980
3,697 Added 42.67%
12,361 $816,000
Q3 2022

Oct 27, 2022
BUY
N/A
145 Added 1.7%
8,664 $507,000
Q2 2022

Aug 08, 2022
BUY
N/A
921 Added 12.12%
8,519 $532,000
Q1 2022

May 10, 2022
BUY
N/A
1,330 Added 21.22%
7,598 $542,000
Q3 2021

Oct 28, 2021
BUY
N/A
6,268 New
6,268 $423,000
Q2 2021

Jul 29, 2021
SELL
N/A
-3,427 Closed
0 $0
Q1 2021

May 12, 2021
SELL
N/A
-312 Reduced 8.34%
3,427 $224,000
Q4 2020

Feb 02, 2021
BUY
N/A
3,739 New
3,739 $223,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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