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

Berger Financial Group, Inc

$1.22 Billion
Q4 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 2,725,374 shares of SCHX stock, worth $64.7 Million. This represents 5.16% of its overall portfolio holdings.

Number of Shares

2,725,374

Previous 893,196 205.13%

Holding current value

$64.7 Million

Previous $60.6 Million 4.24%

% of portfolio

5.16%

Previous 5.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $41 Million - $125 Million	1,832,178 Added 205.13%	2,725,374 $63.2 Million
Q3 2024 Nov 12, 2024	BUY	$61.11 - $67.85 $1.55 Million - $1.73 Million	25,430 Added 2.93%	893,196 $60.6 Million
Q2 2024 Aug 14, 2024	SELL	$58.7 - $64.78 $4.69 Million - $5.18 Million	-79,937 Reduced 8.43%	867,766 $55.8 Million
Q1 2024 Apr 16, 2024	BUY	$55.41 - $62.08 $16.6 Million - $18.6 Million	300,268 Added 46.38%	947,703 $58.8 Million
Q4 2023 Feb 07, 2024	BUY	$48.47 - $56.6 $1.3 Million - $1.52 Million	26,770 Added 4.31%	647,435 $36.5 Million
Q3 2023 Nov 03, 2023	BUY	$50.36 - $54.21 $441,757 - $475,530	8,772 Added 1.43%	620,665 $31.4 Million
Q2 2023 Aug 10, 2023	BUY	$47.67 - $52.37 $1.48 Million - $1.63 Million	31,091 Added 5.35%	611,893 $32 Million
Q1 2023 Apr 24, 2023	SELL	$44.78 - $49.41 $7.42 Million - $8.19 Million	-165,749 Reduced 22.2%	580,802 $28.1 Million
Q4 2022 Jan 30, 2023	BUY	$42.25 - $48.16 $56,277 - $64,149	1,332 Added 0.18%	746,551 $33.7 Million
Q3 2022 Oct 27, 2022	BUY	$42.35 - $51.01 $1.72 Million - $2.07 Million	40,561 Added 5.76%	745,219 $31.6 Million
Q2 2022 Aug 08, 2022	BUY	$43.35 - $54.51 $666,376 - $837,927	15,372 Added 2.23%	704,658 $31.5 Million
Q1 2022 May 10, 2022	BUY	$49.51 - $57.27 $19.1 Million - $22.1 Million	386,259 Added 127.47%	689,286 $37.1 Million
Q4 2021 Jan 26, 2022	BUY	$51.9 - $57.29 $2.13 Million - $2.35 Million	41,032 Added 15.66%	303,027 $34.5 Million
Q3 2021 Oct 28, 2021	BUY	$51.52 - $54.94 $952,965 - $1.02 Million	18,497 Added 7.6%	261,995 $27.3 Million
Q2 2021 Jul 29, 2021	BUY	$48.62 - $52.01 $1.12 Million - $1.2 Million	23,005 Added 10.43%	243,498 $25.3 Million
Q1 2021 May 12, 2021	BUY	$44.9 - $48.34 $864,235 - $930,448	19,248 Added 9.56%	220,493 $21.2 Million
Q4 2020 Feb 02, 2021	BUY	$39.35 - $45.48 $7.92 Million - $9.15 Million	201,245 New	201,245 $18.3 Million

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Account

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