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

Berger Financial Group, Inc

$1.19 Billion
Q1 2025

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 2,256,872 shares of SCHX stock, worth $52.6 Million. This represents 4.2% of its overall portfolio holdings.

Number of Shares

2,256,872

Previous 2,725,374 17.19%

Holding current value

$52.6 Million

Previous $63.2 Million 21.12%

% of portfolio

4.2%

Previous 5.16%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$21.75 - $24.28 $10.2 Million - $11.4 Million	-468,502 Reduced 17.19%	2,256,872 $49.8 Million
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

1,499

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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